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More than 50% of Nvidia’s data center revenue comes from three customers — $21.9 billion in sales recorded from the unnamed companies
How would you feel if just three customers made up nearly half of your sales?
Nvidia just released its second-quarter earnings for 2025, which showed the company breaking its sales records. This is great news for the AI GPU giant and its investors, but the quarterly report also showed a risk that the company is taking. Business publication Sherwood noted that nearly 53% of the reported revenue for the Green Team's Data Center division comes from just three unnamed customers, totaling about $21.9 billion in sales.
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