Nvidia, the world’s most valuable company, disclosed in its 10-Q filing that it relies heavily on a few anonymous customers for tens of billions in revenue.
Mandeep Singh from Bloomberg Intelligence predicts the data center training market could reach $1 trillion, highlighting Nvidia’s potential for continued revenue growth despite market fluctuations.
Four anonymous customers accounted for nearly half of Nvidia's sales in the second fiscal quarter, raising concerns about customer diversity and sales stability.
Nvidia's dependence on a small number of key accounts is unusual and highlights a concentration of risk, especially as its valuation aims to reach $4 trillion.
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