NVIDIA has disclosed additional details of its past quarter’s 10-Q financial performance. The report highlights that 36% of the revenue in the previous quarter came from only 3 major clients, amounting to approximately $12.6 billion.
While NVIDIA did not explicitly identify the clients, they are referred to as Clients A, B, and C, each contributing 12% to the total revenue.
Furthermore, NVIDIA provided a breakdown of revenue for the first 9 months, indicating that Clients B and C accounted for 11% of revenue each, and Client D contributed 12%, amounting to $10 billion and $11 billion, respectively. Clients with less than 10% revenue share were not specified in the report.
These insights suggest that NVIDIA has 4 key clients, although their identities remain undisclosed. Speculations point towards Google, Meta, Microsoft, and Tesla as potential clients.
TLDR: NVIDIA’s recent financial report reveals that a significant portion of its revenue is derived from a handful of major clients, with speculations pointing towards tech giants like Google, Meta, Microsoft, and Tesla.
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