A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
Slaven Vlasic/Getty Images for The New York Times; Chelsea Jia Feng/BI
Recent disclosures from Nvidia highlight just how concentrated its customer base is.
The company said just tw… [+2111 chars]
A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.
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