IBM vs Oracle
Both are primarily Hyperscalers companies. Oracle is larger by market cap ($411.3B vs $213.5B). IBM reports higher tracked revenue ($67.5B vs $67.4B).
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Side-by-side
| IBM | Oracle | |
|---|---|---|
| Market cap | $213.5B | $411.3B |
| Revenue | $67.5B (FY2025) | $67.4B (FY2026) |
| Primary segment | Hyperscalers | Hyperscalers |
| Market position | major | major |
| Country | United States | United States |
| Tracked suppliers | 6 | 70 |
| Tracked customers | 1 | 3 |
| Chokepoint / criticality | 68/100 | 3/100 |
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 Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: IBM reports higher tracked revenue.
- Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 3/100).
- Footprint: IBM (United States) vs Oracle (United States).
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Cite as: wafergraph, “IBM vs Oracle”, https://wafergraph.com/compare/ibm-vs-oracle (data as of 2026-10-09).
Frequently asked questions3
- Is IBM bigger than Oracle?
- Oracle is larger by market cap ($411.3B vs $213.5B).
- What's the difference between IBM and Oracle?
- IBM is a major in Hyperscalers based in United States; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
- Who are IBM's and Oracle's suppliers?
- wafergraph tracks 6 suppliers for IBM and 70 for Oracle — IBM's include ASPEED Technology, CoreWeave, NVIDIA; Oracle's include NVIDIA, AMD, Ampere Computing.