Reported about 18 hours ago
Nvidia disclosed that two unnamed customers accounted for 39% of its second quarter revenue, with one contributing 23% and the other 16%. The company reported record revenues of $46.7 billion, driven by the AI data center boom, but this heavy reliance on a few clients presents risks. Despite this concentration, analysts suggest that these clients, likely to be major players, will continue to invest substantially in data centers in the coming years.
Source: YAHOO