#revenue-concentration

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#nvidia
fromFuturism
3 weeks ago
Silicon Valley

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

A 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.
fromTechCrunch
1 month ago
Artificial intelligence

Nvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch

Nearly 40% of Nvidia's Q2 revenue came from two direct customers, concentrating revenue risk during the AI-driven data-center boom.
fromTechCrunch
1 month ago
Artificial intelligence

Nvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch

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