Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leia mais →

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leia mais →

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leia mais →

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leia mais →

Nvidia’s latest earnings reveal that more than half of its data‑center revenue comes from just three undisclosed clients. The company reported roughly 53% of data‑center sales tied to these customers, amounting to billions of dollars. Industry observers speculate the trio could include Elon Musk’s xAI, an OpenAI‑Oracle partnership, and Meta, though Nvidia has not confirmed any identities. Analysts warn that such concentration creates a structural vulnerability: a shift by any of the three could leave a sizable gap in Nvidia’s financials. Geopolitical factors and recent chip restrictions add further uncertainty to the outlook. Leia mais →