Alphabet (Google) vs IBM

Alphabet (Google)'s primary segment is Custom Silicon Designers; IBM's is Hyperscalers. Alphabet (Google) is larger by market cap ($4.26T vs $213.5B). Alphabet (Google) reports higher tracked revenue ($402.8B vs $67.5B).

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Side-by-side

Alphabet (Google)IBM
Market cap$4.26T$213.5B
Revenue$402.8B (FY2025)$67.5B (FY2025)
Primary segmentCustom Silicon DesignersHyperscalers
Market positionmajormajor
CountryUnited StatesUnited States
Tracked suppliers736
Tracked customers21
Chokepoint / criticality7/10068/100

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 Alphabet (Google) and IBM compare

  • Size: Alphabet (Google) is the larger company by market cap.
  • Revenue: Alphabet (Google) reports higher tracked revenue.
  • Supply-chain criticality: IBM has the higher chokepoint score (68/100 vs 7/100).
  • Footprint: Alphabet (Google) (United States) vs IBM (United States).

Company hubs

Alphabet (Google) · IBM · AI & Data Center segment

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Cite as: wafergraph, “Alphabet (Google) vs IBM”, https://wafergraph.com/compare/alphabet-vs-ibm (data as of 2026-10-09).

Frequently asked questions3
Is Alphabet (Google) bigger than IBM?
Alphabet (Google) is larger by market cap ($4.26T vs $213.5B).
What's the difference between Alphabet (Google) and IBM?
Alphabet (Google) is a major in Custom Silicon Designers based in United States; IBM is a major in Hyperscalers based in United States. Both operate in the AI & Data Center segment.
Who are Alphabet (Google)'s and IBM's suppliers?
wafergraph tracks 73 suppliers for Alphabet (Google) and 6 for IBM — Alphabet (Google)'s include Arm Holdings, NVIDIA, Broadcom; IBM's include ASPEED Technology, CoreWeave, NVIDIA.