Microsoft vs OpenAI
Microsoft's primary segment is Custom Silicon Designers; OpenAI's is AI Labs / Model Builders. Microsoft has a tracked market cap of $3.88T; OpenAI is currently unpriced in the dataset. Microsoft reports higher tracked revenue ($331.8B vs $25.0B).
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Side-by-side
| Microsoft | OpenAI | |
|---|---|---|
| Market cap | $3.88T | Unpriced |
| Revenue | $331.8B (FY2026) | $25.0B (FY2026) |
| Primary segment | Custom Silicon Designers | AI Labs / Model Builders |
| Market position | niche | leader |
| Country | United States | United States |
| Tracked suppliers | 80 | 11 |
| Tracked customers | 12 | 2 |
| Chokepoint / criticality | 5/100 | 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 Microsoft and OpenAI compare
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 1/100).
- Footprint: Microsoft (United States) vs OpenAI (United States).
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Cite as: wafergraph, “Microsoft vs OpenAI”, https://wafergraph.com/compare/microsoft-vs-openai (data as of 2026-10-09).
Frequently asked questions3
- Is Microsoft bigger than OpenAI?
- By tracked revenue, Microsoft is larger ($331.8B vs $25.0B).
- What's the difference between Microsoft and OpenAI?
- Microsoft 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 Microsoft's and OpenAI's suppliers?
- wafergraph tracks 80 suppliers for Microsoft and 11 for OpenAI — Microsoft's include Alphawave Semi, NVIDIA, AMD; OpenAI's include NVIDIA, AMD, Broadcom.