Three mystery whales have each spent $10 billion-plus on Nvidia's AI chips so far this yearNvidia relies heavily on a few customers for substantial revenue, creating a significant dependence on those accounts.
Microsoft Could Deliver a Knockout Punch to Nvidia (Nasdaq: NVDA)Nvidia's growth is heavily reliant on five major customers, posing risks to its revenue stability.Broadening Nvidia's customer base is essential to reduce dependency and ensure long-term resilience.
Three mystery whales have each spent $10 billion-plus on Nvidia's AI chips so far this yearNvidia relies heavily on a few customers for substantial revenue, creating a significant dependence on those accounts.
Microsoft Could Deliver a Knockout Punch to Nvidia (Nasdaq: NVDA)Nvidia's growth is heavily reliant on five major customers, posing risks to its revenue stability.Broadening Nvidia's customer base is essential to reduce dependency and ensure long-term resilience.