IBM vs Microsoft
IBM's primary segment is Hyperscalers; Microsoft's is Custom Silicon Designers. Microsoft is larger by market cap ($3.88T vs $213.5B). Microsoft reports higher tracked revenue ($331.8B vs $67.5B).
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Side-by-side
| IBM | Microsoft | |
|---|---|---|
| Market cap | $213.5B | $3.88T |
| Revenue | $67.5B (FY2025) | $331.8B (FY2026) |
| Primary segment | Hyperscalers | Custom Silicon Designers |
| Market position | major | niche |
| Country | United States | United States |
| Tracked suppliers | 6 | 80 |
| Tracked customers | 1 | 12 |
| Chokepoint / criticality | 68/100 | 5/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How IBM and Microsoft compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 5/100).
- Footprint: IBM (United States) vs Microsoft (United States).
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Cite as: wafergraph, “IBM vs Microsoft”, https://wafergraph.com/compare/ibm-vs-microsoft (data as of 2026-10-09).
Frequently asked questions3
- Is IBM bigger than Microsoft?
- Microsoft is larger by market cap ($3.88T vs $213.5B).
- What's the difference between IBM and Microsoft?
- IBM is a major in Hyperscalers based in United States; Microsoft is a niche in Custom Silicon Designers based in United States. Both operate in the AI & Data Center segment.
- Who are IBM's and Microsoft's suppliers?
- wafergraph tracks 6 suppliers for IBM and 80 for Microsoft — IBM's include ASPEED Technology, CoreWeave, NVIDIA; Microsoft's include Alphawave Semi, NVIDIA, AMD.