Oracle vs Tencent
Tencent is larger by market cap ($529.5B vs $419.1B). Tencent reports higher tracked revenue ($111.7B vs $67.4B). Both are primarily Hyperscalers companies.
Shared segment: AI & Data Center.
Side-by-side
| Oracle | Tencent | |
|---|---|---|
| Market cap | $419.1B | $529.5B |
| Revenue | $67.4B (FY2026) | $111.7B (FY2025) |
| Primary segment | Hyperscalers | Hyperscalers |
| Market position | major | major |
| Country | United States | China |
| Tracked suppliers | 70 | 9 |
| Tracked customers | 3 | 0 |
| Chokepoint / criticality | 3/100 | 0/100 |
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 Oracle and Tencent compare
- Size: Tencent is the larger company by market cap.
- Revenue: Tencent reports higher tracked revenue.
- Supply-chain criticality: Oracle has the higher chokepoint score (3/100 vs 0/100).
- Footprint: Oracle (United States) vs Tencent (China).