By Geoffrey Seiler
Publication Date: 2026-03-04 06:00:00
Microsoft is currently the world’s fourth-largest company by market capitalization, with a market cap of $2.9 trillion. However, I think two companies with smaller market caps look poised to surpass it over the next decade.
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While Microsoft has a strong cloud computing unit and is a leader in enterprise software, where enterprise software shakes out in the age of artificial intelligence (AI) is still a big unknown. Let’s look at two companies that can grow to become bigger than Microsoft.
1. Amazon
With a market cap of $2.3 billion, Amazon (AMZN +3.48%) is the world’s fifth-largest company. Like Microsoft, it owns a fast-growing cloud computing unit. 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…