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NVIDIA (NVDA) says one direct customer represented 16% of total revenue in Q2 and that 44% of H1 total revenue was from three direct customers

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NVIDIA disclosed high revenue concentration among top customers, current supply constraints for upcoming Blackwell and Rubin shipments, and an MoU for a $500B+ independent financing platform.

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Says: We will be shipping both Blackwell and Rubin systems in the future, and currently experiencing certain supply constraints. Signed memorandum of understanding in August to create independent financing platform targeting over USD 500 bln of third‑party capital.

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NVDANvidia Corp$219.66Current price

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