NVIDIA’s Accounts Receivable has ballooned to an eye-popping $14 billion which represents approximately 68% of their quarterly revenue
I noticed something strange in the latest financials for NVIDIA. While they have been posting impressive revenue numbers, their Accounts Receivables (AR) has gone up dramatically. I believe that NVIDIA may face cash flow risks if their customers never pay. I do not believe that this risk is priced in currently. Below is a table …