Meta Platforms vs OpenAI
Meta Platforms's primary segment is Custom Silicon Designers; OpenAI's is AI Labs / Model Builders. Meta Platforms has a tracked market cap of $1.84T; OpenAI is currently unpriced in the dataset. Meta Platforms reports higher tracked revenue ($201.0B vs $25.0B).
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Side-by-side
| Meta Platforms | OpenAI | |
|---|---|---|
| Market cap | $1.84T | Unpriced |
| Revenue | $201.0B (FY2025) | $25.0B (FY2026) |
| Primary segment | Custom Silicon Designers | AI Labs / Model Builders |
| Market position | niche | leader |
| Country | United States | United States |
| Tracked suppliers | 77 | 11 |
| Tracked customers | 0 | 2 |
| Chokepoint / criticality | 0/100 | 1/100 |
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 Meta Platforms and OpenAI compare
- Revenue: Meta Platforms reports higher tracked revenue.
- Supply-chain criticality: OpenAI has the higher chokepoint score (1/100 vs 0/100).
- Footprint: Meta Platforms (United States) vs OpenAI (United States).
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Cite as: wafergraph, “Meta Platforms vs OpenAI”, https://wafergraph.com/compare/meta-vs-openai (data as of 2026-10-09).
Frequently asked questions3
- Is Meta Platforms bigger than OpenAI?
- By tracked revenue, Meta Platforms is larger ($201.0B vs $25.0B).
- What's the difference between Meta Platforms and OpenAI?
- Meta Platforms is a niche in Custom Silicon Designers based in United States; OpenAI is a leader in AI Labs / Model Builders based in United States. Both operate in the Design (Fabless) segment.
- Who are Meta Platforms's and OpenAI's suppliers?
- wafergraph tracks 77 suppliers for Meta Platforms and 11 for OpenAI — Meta Platforms's include NVIDIA, AMD, Broadcom; OpenAI's include NVIDIA, AMD, Broadcom.