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.
Investors should worry that almost half of Nvidia's revenue in the second quarter came from just 4 customers, according to a tech analystNvidia's revenue concentration among a few customers poses risks for investors.Unusual reliance on four clients signals potential market vulnerabilities.Investor caution is warranted due to uncertainties in demand sustainability.
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.
Investors should worry that almost half of Nvidia's revenue in the second quarter came from just 4 customers, according to a tech analystNvidia's revenue concentration among a few customers poses risks for investors.Unusual reliance on four clients signals potential market vulnerabilities.Investor caution is warranted due to uncertainties in demand sustainability.