Nearly 40% of Nvidia’s second-quarter revenue came from just two customers, according to a filing with the Securities and Exchange Commission.
On Wednesday, the chipmaker reported record revenue of $46.7 billion during the quarter that ended on July 27 — a 56% year-over-year increase largely driven by the AI data center boom. However, subsequent reporting highlighted how much of that growth seems to be coming from just a handful of customers.
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