#revenue-concentration
#revenue-concentration

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#ai-chips #nvidia #ipo #third-party-logistics #e-commerce #marvell #hyperscalers #investor-risk #export-controls

India's Shadowfax slips on listing, as client concentration spooks investors | TechCrunch

Shadowfax's IPO debut saw shares fall as investors reacted to heavy revenue dependence on a few major e-commerce and quick-commerce clients.

Artificial intelligence

from24/7 Wall St.

Will Customer Defections Crumble Marvell Technology's AI Empire?

Marvell lost Amazon's Trainium designs, faces potential Microsoft defection, and risks a severe revenue hit due to heavy hyperscaler dependence.

Silicon Valley

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

Artificial intelligence

Nvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch

Silicon Valley

A Quarter of Nvidia's Revenue Comes From a Single Giant Customer

Artificial intelligence

Nvidia says two mystery customers accounted for 39% of Q2 revenue | TechCrunch

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