IBM vs Tencent

Tencent is larger by market cap ($529.5B vs $224.6B). Tencent reports higher tracked revenue ($111.7B vs $67.5B). Both are primarily Hyperscalers companies.

Shared segment: AI & Data Center.

Side-by-side

IBMTencent
Market cap$224.6B$529.5B
Revenue$67.5B (FY2025)$111.7B (FY2025)
Primary segmentHyperscalersHyperscalers
Market positionmajormajor
CountryUnited StatesChina
Tracked suppliers69
Tracked customers10
Chokepoint / criticality68/1000/100

Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How IBM and Tencent compare

  • Size: Tencent is the larger company by market cap.
  • Revenue: Tencent reports higher tracked revenue.
  • Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 0/100).
  • Footprint: IBM (United States) vs Tencent (China).

Company hubs

IBM · Tencent · AI & Data Center segment

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