NVIDIA says that ambiguity agents represent 39 % of the second -quarter revenue

Nearly 40 % of the second quarter revenues of NVIDIA came from only two customers, according to L. file With the Securities and Stock Exchange Committee.

On Wednesday, Nafidia Standard revenues have been reported From 46.7 billion dollars during the quarter that ended on July 27-with an increase of 56 % on a large-extent, to the prosperity of the artificial intelligence data center. However, subsequent reports highlighted the amount that the growth appears to come from a few customers.

Specifically, NVIDIA said that one customer represents 23 % of the total revenue of the second quarter, while sales for another customer represented 16 % of the second quarter revenue. The deposit is not determined by any of these clients, in reference to them only as a “customer” and “agent b.”

During the first half of the fiscal year, NVIDIA says that the customer A and the customer B represent 20 % and 15 % of total revenue, respectively. Nafidia said that four other customers represent 14 %, 11 %, 11 % and 10 % of the second quarter revenue.

In its deposit, the company says that these are all “direct” customers – such as the original equipment manufacturers (OEMS), system integrated or distributors – who buy their chips directly from NVIDIA, such as. An indifferent customer, such as cloud service providers and internet companies for consumers, buy NVIDIA chips from these direct customers.

In other words, it seems unlikely to be a large cloud provider like Microsoft, Oracle, Amazon or Google secretly or customer – although these companies may be indirectly responsible for this massive spending.

In fact, Nicole Chris Finance Director Nicole Chris said that “great cloud services providers” said It represents 50 % of the NVIDIA data center revenue,, Which in turn represents 88 % of the company’s total revenue, according to CNBC.

What does this mean for future Nafidia prospects? Credit analyst GIMME Dave Novosel Fortune said Although “the concentration of revenues between this small group of customers is a great danger”, good news is that “these customers have abundant money on hand, generate huge amounts of free cash flow, and are expected to spend extravagance on data centers over the next two years.”