Microsoft It is currently the fourth largest company in the world by market capitalization, with a market capitalization of US$2.9 trillion. However, I think two smaller companies appear poised to surpass it over the next decade.
Although Microsoft has a strong cloud computing division and is a leader in enterprise software, how enterprise software will perform in the era of artificial intelligence (AI) is still a big unknown. Let’s take a look at two companies that could grow to be bigger than Microsoft.
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Market value reaches US$2.3 billion, Amazon (NASDAQ: AMZN) It is the fifth largest company in the world. Like Microsoft, it also has a rapidly growing cloud computing division. However, Amazon Web Services (AWS) is actually the market share leader, and I think the company has an advantage over Microsoft’s Azure through its custom AI chips. While Microsoft is looking to develop its own custom chips, it lags behind Amazon, which has already built a massive data center for Anthropic using its Trainium chips. This gives it a cost advantage that Amazon has talked about using to start really developing its own world-class foundational AI models.
At the same time, the company’s e-commerce business is benefiting greatly from artificial intelligence and robotics, improving efficiency and creating significant operating leverage. Amazon is also uniquely positioned in the agency commerce space given the breadth of its platform. So I think it will become a bigger company over time.
The market capitalization is only US$1.6 trillion. meta platform (NASDAQ: META) There’s still a long way to go before catching up with Microsoft. However, the social media giant looks to be one of the best companies to own in the era of artificial intelligence. While Microsoft faces growing competition from AI assistants and AI agents, Meta has shown it can apply AI to its business to grow.
Meta-apps are increasingly becoming entertainment destinations, and by using artificial intelligence, the company has improved its recommendation algorithms to keep users on its site longer. This, in turn, allows it to serve more ads. At the same time, it has developed artificial intelligence creative, automation and bidding tools to allow its advertisers to create improved ad campaigns and better target users. This results in more effective advertising, which results in higher prices.
This was evident last quarter, when Meta saw an 18% increase in ad impressions and a 6% price increase. Its overall revenue growth is strong, at 24%, and is only expected to accelerate in the first quarter of 2026. The company has just started offering ads on its WhatsApp and Threads platforms, and Meta’s growth still has a long way to go. With better long-term growth opportunities than Microsoft, Meta should eventually be able to surpass Microsoft in market cap over the next decade.
