
They are anonymized in the filing, but Nvidia clearly states that they account for 23%, 16% and 14% of sales.
Last quarter, two top customers accounted for 14% and 11% of revenue, writes CNBC.
OEM manufacturers?
These customers are not end users of the product, but rather systems manufacturers who buy chips directly from Nvidia and put them on circuit boards and servers — which they call «Direct customers.»
Continue reading “Just three customers accounted for half of Nvidia’s chip sales last quarter”


