According to NVIDIA’s recent financial reports, 46% of their total revenue in the second quarter of fiscal year 2025 came from just four customers. This high concentration indicates that nearly half of NVIDIA’s revenue is dependent on a small number of clients.
NVIDIA'S LACK OF REVENUE DIVERSIFICATION IS STAGGERING:
45% of Nvidia's sales come just from 5 companies.
Microsoft accounts for 19% of revenues followed by Meta's 10%.
Alphabet, Amazon, and Tesla reflect 7%, 6%, and 3% of the chipmaker's turnover.👇https://t.co/9sBC272s1y
— Global Markets Investor (@GlobalMktObserv) September 9, 2024
Sources:
https://finance.yahoo.com/news/nvidia-really-popular-think-1-153000010.html