Meta Platforms, Inc. (META) Competitors & Peers
The 5 companies closest to Meta Platforms, Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| 6098.T | Peer | $16,165.00 | P/E 46.5RSI 82Cap 22.50 T |
| GOOGL | Competitor | $357.52 | P/E 18.0RSI 52Cap 4.37 T |
| GOOG | Peer | $355.84 | P/E 17.9RSI 52Cap 4.35 T |
| SPOT | Peer | $511.82 | P/E 27.9RSI 59Cap 105.2 B |
| NBIS | Peer | $184.11 | P/E 72.5RSI 45Cap 46.7 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- EVCSupplier
Own 10-K customer-concentration disclosure: MetaPlatforms = 53% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - DDISupplier
Own 6-K customer-concentration disclosure: Facebook = 13% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAOISupplier
Own 10-K customer-concentration disclosure: Facebook = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- GOOGLCompetitor
Google + Meta compete in digital ad duopoly.
Model-inferred, unverified — treat as a lead, not evidence - BYTEDANCECompetitor
TikTok + Instagram Reels + Facebook compete in short video + social.
Model-inferred, unverified — treat as a lead, not evidence - CEGPartner
Constellation and Meta signed a 20-year power purchase agreement securing the output of the 1,121 MW Clinton Clean Energy Center to support Meta's AI data centers starting in 2027.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
Meta deployed 350K+ NVIDIA H100 GPUs in 2024; continuing massive Blackwell orders.
Model-inferred, unverified — treat as a lead, not evidence - OPENAICompetitor
Meta Superintelligence Labs vs OpenAI.
Model-inferred, unverified — treat as a lead, not evidence - GLWSupplier
Corning entered into a massive multi-year agreement worth up to $6 billion to supply advanced optical fiber and connectivity solutions for Meta's AI data centers.
Model-inferred, unverified — treat as a lead, not evidence - 6669.TWSupplier
Wiwynn is Meta's largest single ODM partner.
Model-inferred, unverified — treat as a lead, not evidence - ANETSupplier
Arista 7800R3 switches anchor Meta AI clusters (~21% Arista revenue).
Model-inferred, unverified — treat as a lead, not evidence - 6669.TWSupplier
Meta is Wiwynn's largest single customer.
Model-inferred, unverified — treat as a lead, not evidence - CEGSupplier
Constellation 20-year PPA for Meta Clinton IL nuclear.
Model-inferred, unverified — treat as a lead, not evidence - APPPartner
Meta Audience Network bids into AppLovin's MAX mediation platform to compete for in-app ad impressions.
Model-inferred, unverified — treat as a lead, not evidence - ANTHROPICCompetitor
Llama (open) vs Claude (closed) AI frontier competition.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
TSMC fabricates Meta's in-house custom AI chips (MTIA series).
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates Meta MTIA silicon (via Broadcom co-design).
Model-inferred, unverified — treat as a lead, not evidence - OPENAICompetitor
OpenAI + Meta Llama open-source competition.
Model-inferred, unverified — treat as a lead, not evidence - 002241.SZManufacturer
Goertek is a key contract manufacturing partner assembling Meta's Quest VR/MR headsets.
Model-inferred, unverified — treat as a lead, not evidence - AAPLCompetitor
Apple + Meta clash on ATT privacy + Vision Pro/Quest VR.
Model-inferred, unverified — treat as a lead, not evidence - GROQPartner
Groq extensively utilizes and optimizes for Meta's Llama models to demonstrate its hardware's inference speeds to the open-source community.
Model-inferred, unverified — treat as a lead, not evidence - IASPartner
IAS provides brand safety, suitability measurement, and blocklist integrations for Facebook, Instagram, and Threads.
Model-inferred, unverified — treat as a lead, not evidence - DVPartner
DoubleVerify provides brand safety, suitability verification, and campaign measurement on Meta's Facebook and Instagram feeds.
Model-inferred, unverified — treat as a lead, not evidence - PSTGSupplier
Pure Storage DirectFlash licensed to Meta for hyperscale storage.
Model-inferred, unverified — treat as a lead, not evidence - DJTCompetitor
Competes for user engagement and digital advertising dollars in social media networks.
Model-inferred, unverified — treat as a lead, not evidence - PDDSupplier
Temu massive Meta advertiser.
Model-inferred, unverified — treat as a lead, not evidence - ETRSupplier
Entergy provides power for Meta's Mississippi data center.
Model-inferred, unverified — treat as a lead, not evidence - ARMPartner
Meta + Arm partnership for AI inference + datacenter compute.
Model-inferred, unverified — treat as a lead, not evidence - SHOPPartner
Shopify integrates with Meta Shops on Instagram/Facebook.
Model-inferred, unverified — treat as a lead, not evidence - 2382.TWSupplier
Quanta is one of Meta's largest server ODM partners.
Model-inferred, unverified — treat as a lead, not evidence - 2382.TWSupplier
Quanta is among Meta's largest server ODM partners.
Model-inferred, unverified — treat as a lead, not evidence - DUKSupplier
Duke provides power to Meta NC + Tennessee data centers.
Model-inferred, unverified — treat as a lead, not evidence - NEESupplier
NextEra renewable PPAs for Meta.
Model-inferred, unverified — treat as a lead, not evidence - STXSupplier
Seagate supplies nearline HDDs to Meta.
Model-inferred, unverified — treat as a lead, not evidence - SBGSYSupplier
Schneider electrical infra at Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence - OMCSupplier
Omnicom is a top Meta Ads agency partner globally.
Model-inferred, unverified — treat as a lead, not evidence - SU.PASupplier
Schneider electrical infra at Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence - CRDOSupplier
Credo AECs deployed in Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence - SBGSFSupplier
Schneider electrical infra at Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence - MRVLSupplier
Marvell provides custom silicon design services, optical interconnects, and network switching chips for Meta's high-performance AI data center infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - DSupplier
Dominion provides power to Meta VA data centers.
Model-inferred, unverified — treat as a lead, not evidence - VRTSupplier
Vertiv infra in Meta AI clusters.
Model-inferred, unverified — treat as a lead, not evidence - VRTSupplier
Vertiv supplies thermal + power infrastructure to Meta AI clusters.
Model-inferred, unverified — treat as a lead, not evidence - WDCSupplier
WD supplies nearline HDDs to Meta.
Model-inferred, unverified — treat as a lead, not evidence - CLSSupplier
Celestica is among Meta's server ODM partners.
Model-inferred, unverified — treat as a lead, not evidence - AVGOSupplier
Broadcom co-designs Meta MTIA training/inference accelerator.
Model-inferred, unverified — treat as a lead, not evidence - EMESupplier
EMCOR EPC for Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence - TTDPartner
Meta is a major TTD demand-side platform partner.
Model-inferred, unverified — treat as a lead, not evidence - AMDSupplier
Meta deploys AMD MI300X for inference workloads.
Model-inferred, unverified — treat as a lead, not evidence - ETNSupplier
Eaton electrical infra in Meta data centers.
Model-inferred, unverified — treat as a lead, not evidence