“Four customers, whose identities were kept anonymous for competitive reasons, directly purchased goods and services collectively worth 46% of Nvidia’s $30 billion in turnover.”
Four unnamed buyers spent roughly $13.8 billion with Nvidia in one quarter, more than its whole revenue a year earlier. Jensen Huang told Bloomberg TV the business is “relatively diversified.” His own 10-Q admits “a significant amount” of revenue comes from “a limited number of customers.” Half the AI boom at Nvidia rides on four customers and a CEO hoping you skip the filing.