Nvidia’s Growing Dependence On a Few Big Customers

Nvidia's sales have become increasingly reliant on a small number of large customers, according to the company's own disclosures. In the first half of the current fiscal year ending in July, three customers accounted for 44% of total sales, while in the previous fiscal year, two customers made up 36% of sales. This growing dependence has prompted CEO Jensen Huang to invest in various neocloud and AI firms to develop new customers and reduce the risk of losing major clients.

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