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Miroslav Trinko Geek, specialty programmer, but journalist by profession. Rider, tennis player and fan of Formula-1. I write about technologies, smartphones and electric vehicles.
In the documents submitted to the US Securities and Exchanges (SEC), they are only identified as “Customer A” and “Customer B”. In the first half of the financial year, they gave 20% and 15% of the revenue respectively. Four more customers provided between 10% and 14% of income.
In total, Nvidia earned a record $ 46.7 billion per quarter, which is 56% more than last year. The main driver was the boom of the Data Centers with artificial intelligence. The company specified that these customers are “direct” – equipment manufacturers, integrators or distributors, not cloud giants. That is, Microsoft, Amazon, Google, or Oracle is unlikely to be a client A or B, although their orders can be made through intermediaries.
NVIDIA CFO Nicole Kres said large cloud providers form half of the income from the Date Centers, which accounts for 88% of the company.
Analysts say that the concentration of income on such a small group of customers creates a risk. At the same time, these customers have large resources, generate free cash flow and are likely to be actively investing in dated centers in the coming years.
”, – WRITE: mezha.media
Miroslav Trinko Geek, specialty programmer, but journalist by profession. Rider, tennis player and fan of Formula-1. I write about technologies, smartphones and electric vehicles.
In the documents submitted to the US Securities and Exchanges (SEC), they are only identified as “Customer A” and “Customer B”. In the first half of the financial year, they gave 20% and 15% of the revenue respectively. Four more customers provided between 10% and 14% of income.
In total, Nvidia earned a record $ 46.7 billion per quarter, which is 56% more than last year. The main driver was the boom of the Data Centers with artificial intelligence. The company specified that these customers are “direct” – equipment manufacturers, integrators or distributors, not cloud giants. That is, Microsoft, Amazon, Google, or Oracle is unlikely to be a client A or B, although their orders can be made through intermediaries.
NVIDIA CFO Nicole Kres said large cloud providers form half of the income from the Date Centers, which accounts for 88% of the company.
Analysts say that the concentration of income on such a small group of customers creates a risk. At the same time, these customers have large resources, generate free cash flow and are likely to be actively investing in dated centers in the coming years.