Alibaba Group vs Oracle
Both are primarily Hyperscalers companies. Oracle is larger by market cap ($411.3B vs $262.9B). Alibaba Group reports higher tracked revenue ($148.4B vs $67.4B).
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Side-by-side
| Alibaba Group | Oracle | |
|---|---|---|
| Market cap | $262.9B | $411.3B |
| Revenue | $148.4B (FY2026) | $67.4B (FY2026) |
| Primary segment | Hyperscalers | Hyperscalers |
| Market position | major | major |
| Country | China | United States |
| Tracked suppliers | 8 | 70 |
| Tracked customers | 0 | 3 |
| Chokepoint / criticality | 0/100 | 3/100 |
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 Alibaba Group and Oracle compare
- Size: Oracle is the larger company by market cap.
- Revenue: Alibaba Group reports higher tracked revenue.
- Supply-chain criticality: Oracle has the higher chokepoint score (3/100 vs 0/100).
- Footprint: Alibaba Group (China) vs Oracle (United States).
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Cite as: wafergraph, “Alibaba Group vs Oracle”, https://wafergraph.com/compare/alibaba-vs-oracle (data as of 2026-10-09).
Frequently asked questions3
- Is Alibaba Group bigger than Oracle?
- Oracle is larger by market cap ($411.3B vs $262.9B).
- What's the difference between Alibaba Group and Oracle?
- Alibaba Group is a major in Hyperscalers based in China; Oracle is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
- Who are Alibaba Group's and Oracle's suppliers?
- wafergraph tracks 8 suppliers for Alibaba Group and 70 for Oracle — Alibaba Group's include Awinic Technology, NVIDIA, SMIC; Oracle's include NVIDIA, AMD, Ampere Computing.