Nearly half of nvda revenue comes from just 4 buyers!!!

NVDA AI product is not commodities. AMD is still distance away. Even its GPU products are ahead of AMD and INTL. This only problem is semi-con market is cyclical.
 
S2007S said:
This is something that any nvda shareholder should be worried about!!!

Once these buyers pull back it's going to be quite an epic drop for nvda and I can see this unfolding in 18 to 24 months!!


Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion–plus


https://fortune.com/2024/08/29/nvidia-jensen-huang-ai-customers/
More...

Paywall. Here is the same article without the paywall: https://ca.finance.yahoo.com/news/nearly-half-nvidia-revenue-comes-123944199.html
 
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