OpenAI vs Tesla
OpenAI's primary segment is AI Labs / Model Builders; Tesla's is Custom Silicon Designers. Tesla has a tracked market cap of $1.48T; OpenAI is currently unpriced in the dataset. Tesla reports higher tracked revenue ($94.8B vs $25.0B).
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Side-by-side
| OpenAI | Tesla | |
|---|---|---|
| Market cap | Unpriced | $1.48T |
| Revenue | $25.0B (FY2026) | $94.8B (FY2025) |
| Primary segment | AI Labs / Model Builders | Custom Silicon Designers |
| Market position | leader | niche |
| Country | United States | United States |
| Tracked suppliers | 11 | 18 |
| Tracked customers | 2 | 0 |
| Chokepoint / criticality | 1/100 | 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 OpenAI and Tesla compare
- Revenue: Tesla reports higher tracked revenue.
- Supply-chain criticality: OpenAI has the higher chokepoint score (1/100 vs 0/100).
- Footprint: OpenAI (United States) vs Tesla (United States).
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Cite as: wafergraph, “OpenAI vs Tesla”, https://wafergraph.com/compare/openai-vs-tesla (data as of 2026-10-09).
Frequently asked questions3
- Is OpenAI bigger than Tesla?
- By tracked revenue, Tesla is larger ($94.8B vs $25.0B).
- What's the difference between OpenAI and Tesla?
- OpenAI is a leader in AI Labs / Model Builders 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 OpenAI's and Tesla's suppliers?
- wafergraph tracks 11 suppliers for OpenAI and 18 for Tesla — OpenAI's include NVIDIA, AMD, Broadcom; Tesla's include NVIDIA, Samsung Electronics, TSMC.