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A single customer made up 19% of Nvidia's revenue last year. UBS thinks it's Microsoft.

Nvidia has a handful of unnamed customers that are making up a massive chunk of its revenue base, according to new disclosures in its 10-Q filing.

By: Business Insider

Jul 01 2024
93
334 Views

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]

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The Labour Party is back in power in the UK after 14 years