Microsoft vs Tencent
Microsoft is larger by market cap ($3.74T vs $529.5B). Microsoft reports higher tracked revenue ($331.8B vs $111.7B). Microsoft's primary segment is Custom Silicon Designers; Tencent's is Hyperscalers.
Shared segment: AI & Data Center.
Side-by-side
| Microsoft | Tencent | |
|---|---|---|
| Market cap | $3.74T | $529.5B |
| Revenue | $331.8B (FY2026) | $111.7B (FY2025) |
| Primary segment | Custom Silicon Designers | Hyperscalers |
| Market position | niche | major |
| Country | United States | China |
| Tracked suppliers | 80 | 9 |
| Tracked customers | 12 | 0 |
| Chokepoint / criticality | 5/100 | 0/100 |
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 Microsoft and Tencent compare
- Size: Microsoft is the larger company by market cap.
- Revenue: Microsoft reports higher tracked revenue.
- Supply-chain criticality: Microsoft has the higher chokepoint score (5/100 vs 0/100).
- Footprint: Microsoft (United States) vs Tencent (China).