#customer-concentration

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Artificial intelligence
from24/7 Wall St.
2 days ago

Broadcom Reports Strong AI Revenue Surge but Shares Drop on Guidance Warning

Broadcom reported strong AI-driven revenue and raised guidance, but guided lower gross margins and faces customer-concentration risks despite large Anthropic orders.
Artificial intelligence
fromFortune
3 months ago

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

Two anonymous customers accounted for 39% of Nvidia's Q2 revenue, increasing customer concentration risk despite strong earnings and dominant AI-GPU market share.
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