Microsoft vs Tesla
Both are primarily Custom Silicon Designers companies. Microsoft is larger by market cap ($3.88T vs $1.48T). Microsoft reports higher tracked revenue ($331.8B vs $94.8B).
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Side-by-side
| Microsoft | Tesla | |
|---|---|---|
| Market cap | $3.88T | $1.48T |
| Revenue | $331.8B (FY2026) | $94.8B (FY2025) |
| Primary segment | Custom Silicon Designers | Custom Silicon Designers |
| Market position | niche | niche |
| Country | United States | United States |
| Tracked suppliers | 80 | 18 |
| Tracked customers | 12 | 0 |
| Chokepoint / criticality | 5/100 | 0/100 |
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 Tesla 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 Tesla (United States).
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Cite as: wafergraph, “Microsoft vs Tesla”, https://wafergraph.com/compare/microsoft-vs-tesla (data as of 2026-10-09).
Frequently asked questions3
- Is Microsoft bigger than Tesla?
- Microsoft is larger by market cap ($3.88T vs $1.48T).
- What's the difference between Microsoft and Tesla?
- Microsoft is a niche in Custom Silicon Designers based in United States; Tesla is a niche in Custom Silicon Designers based in United States. Both operate in the Design (Fabless) segment.
- Who are Microsoft's and Tesla's suppliers?
- wafergraph tracks 80 suppliers for Microsoft and 18 for Tesla — Microsoft's include Alphawave Semi, NVIDIA, AMD; Tesla's include NVIDIA, Samsung Electronics, TSMC.