Nvidia's second-quarter revenue surged, with four anonymous customers accounting for 46% of its $30 billion in sales, showcasing the booming demand for AI chips.
This group of customers has significantly impacted Nvidia's performance, collectively generating $13.8 billion in revenue, indicating the reliance on a limited number of buyers.
Investor skepticism is rising regarding the sustainability of Nvidia's rapid growth, raising concerns about the semiconductor industry's traditional boom-and-bust cycles.
The identities of Nvidia's top customers remain undisclosed, but speculated companies include Amazon, Microsoft, Meta, and Tesla, all vying for AI technology.
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