August 30, 2025:
Major Clients Drive Nvidias Q2 Revenue Surge - In Q2, nearly 40% of Nvidia's record $46.7 billion revenue came from two unidentified customers, contributing 23% and 16%, respectively. These clients, possibly OEMs or distributors, support Nvidia's growth despite the revenue concentration risk, amid the AI data center boom.
Large cloud service providers indirectly drive 50% of Nvidia's data center revenue, a significant part of its total income. Analysts view these customers' strong cash flow and anticipated data center investments as positive indicators for Nvidia's future.
