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Four mystery customers accounted for 46% of Nvidia's Q3 2024 revenue, indicating extreme concentration risk.

Nvidia's dominance masks severe customer concentration (likely hyperscalers), raising supply chain fragility and questions about long-term diversification strategies.
Trade pressSlicast · October 30, 2024 23:00 · Global · Source: fool.com
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Image / Slicast · Source: fool.com

Four mystery customers accounted for 46% of Nvidia's Q3 2024 revenue, indicating extreme concentration risk.

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Four mystery customers accounted for 46% of Nvidia's Q3 2024 revenue, indicating extreme concentration risk. · Slicast