Nvidia says two mystery customers accounted for 39% of Q2 revenue
https://techcrunch.com/2025/08/30/nvidia-says-two-mystery-customers-accounted-for-39-of-q2-revenue/Open linkView original on piefed.caSyndicated from the fediverse. Read and engage on the original instance.
View original on piefed.cahttps://techcrunch.com/2025/08/30/nvidia-says-two-mystery-customers-accounted-for-39-of-q2-revenue/Open linkView original on piefed.ca
9 replies
That's a bubble. One customer goes out of business, changes policy, goes somewhere else, etc and the stock tanks 20% minimum. This is unsustainable. Sell
“Mystery” as though it’s not 2 US-based hyperscalers. Google and Microsoft, if I had to guess.
If I were nVidia I wouldn't be sharing this lmao
They are required to.
I haven't been checking quarterly SEC filings for a while, when did they start listing every individual person's percent of total purchased? Is there a cutoff point or is my cousin in the list as Person CBHGZF?
I don't know the rules but anytime one customer is a large amount of your intome/sales !hat is very important to investors and so you better disclose it. investors want to predict the risk it means to you if things go bad. If you have many customers youriprofet reflects the ecconomy, but if you have a few then your profits reflects the business cycle of those customers which may be very different from the whole ecconomy.
That's true, the SEC doesn't require it but that doesn't mean they can't be sued by shareholders.
One eye open, one eye shut
What? Thats crazy.