Alphabet (Google) vs OpenAI
Alphabet (Google)'s primary segment is Custom Silicon Designers; OpenAI's is AI Labs / Model Builders. Alphabet (Google) has a tracked market cap of $4.26T; OpenAI is currently unpriced in the dataset. Alphabet (Google) reports higher tracked revenue ($402.8B vs $25.0B).
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Side-by-side
| Alphabet (Google) | OpenAI | |
|---|---|---|
| Market cap | $4.26T | Unpriced |
| Revenue | $402.8B (FY2025) | $25.0B (FY2026) |
| Primary segment | Custom Silicon Designers | AI Labs / Model Builders |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 73 | 11 |
| Tracked customers | 2 | 2 |
| Chokepoint / criticality | 7/100 | 1/100 |
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 OpenAI compare
- Revenue: Alphabet (Google) reports higher tracked revenue.
- Supply-chain criticality: Alphabet (Google) has the higher chokepoint score (7/100 vs 1/100).
- Footprint: Alphabet (Google) (United States) vs OpenAI (United States).
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Cite as: wafergraph, “Alphabet (Google) vs OpenAI”, https://wafergraph.com/compare/alphabet-vs-openai (data as of 2026-10-09).
Frequently asked questions3
- Is Alphabet (Google) bigger than OpenAI?
- By tracked revenue, Alphabet (Google) is larger ($402.8B vs $25.0B).
- What's the difference between Alphabet (Google) and OpenAI?
- Alphabet (Google) is a major in Custom Silicon Designers based in United States; OpenAI is a leader in AI Labs / Model Builders based in United States. Both operate in the Design (Fabless) segment.
- Who are Alphabet (Google)'s and OpenAI's suppliers?
- wafergraph tracks 73 suppliers for Alphabet (Google) and 11 for OpenAI — Alphabet (Google)'s include Arm Holdings, NVIDIA, Broadcom; OpenAI's include NVIDIA, AMD, Broadcom.