Baidu vs Microsoft

Microsoft is larger by market cap ($3.74T vs $35.9B). Microsoft reports higher tracked revenue ($331.8B vs $18.5B). Baidu's primary segment is AI Labs / Model Builders; Microsoft's is Custom Silicon Designers.

Shared segment: AI & Data Center.

Side-by-side

BaiduMicrosoft
Market cap$35.9B$3.74T
Revenue$18.5B (FY2025)$331.8B (FY2026)
Primary segmentAI Labs / Model BuildersCustom Silicon Designers
Market positionmajorniche
CountryChinaUnited States
Tracked suppliers780
Tracked customers012
Chokepoint / criticality0/1005/100

Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How Baidu and Microsoft 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: Baidu (China) vs Microsoft (United States).

Company hubs

Baidu · Microsoft · AI & Data Center segment

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