fromFuturism1 week agoSilicon ValleyA Quarter of Nvidia's Revenue Comes From a Single Giant CustomerA disproportionate share of US AI-driven growth relies on Nvidia's explosive revenue, which is concentrated among a few customers and poses systemic investor risk.
fromTechCrunch2 weeks agoArtificial intelligenceNvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunchNearly 40% of Nvidia's Q2 revenue came from two direct customers, concentrating revenue risk during the AI-driven data-center boom.
fromTechCrunch2 weeks agoArtificial intelligenceNvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch