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Two Nvidia Customers made up 39% of NVIDI revenue in the quarter of July, revealed the company in a financial substitute On Wednesday, grow concerns about Chipmaker’s customer concentration.
It consists of 23% of the total “customer” income and made up 16% of the “Customer B” income, according to the Second quarter of the company, with the Securities and Exchange Commission.
That’s a year equal to a quarter than the two NVIDIA customers, 14% and 11% of sales, according to the archive.
The company regularly publishes provisional information about its best customers, but the disclosure this week is fueling renewed discussion whether the explosive growth of NVIDI is encouraged by a large cloud supplier. Microsoft, Gym, Google and Liradino.
NVIDIA FINANCE Chielette Kress said in the Wednesday statement consisting of about 50% of the “large cloud service providers” company’s data center’s data center. This is important because the data center business consists of 88% of the General Nvidia revenue in the second quarter.
“From a limited number of customers, we have received a significant number of our income and this trend can follow,” wrote NVIDIA in the archive.
More and more, analysts are looking for cloud capital expenditure that model the future growth of NVIDI.
“It is a limited bedroom for more rest reviews or prices catalyst in almost terms. It has an assessment of stock.
But Nvidia customers A and customers B customers are not necessarily cloud suppliers. It’s a bit of mysteries, and Nvidia’s representative refused to share customer’s and customer’s identities of customer B.
In the archive, NVIDI says that he says “live customers” and “indirect customers”. A customer listed as a and customer B “customers”.
Direct customers are not the end users of Nvidia potatoes. In data centers, they are companies that purchase systems or circuits that sell to end users who sell to end users. Some of these direct customers are original design manufacturers or original equipment manufacturers as FoxConn or Quanta. Others are integrative distributors or systems like Dell.
Indirect customers, on the other hand, cloud service providers, internet companies and companies are usually purchasing direct customer systems of NVIDI. Nvidia says that income can only estimate indirect customers based on purchase orders and internal sales data.
Decrypt any of these cloud suppliers If NVIDI is my mystery customers, partly chipmer has a wiggle room in its direct and indirect customer definitions.
Nvidia, for example, some live customers buy chips to build system building systems.
In addition, NVIDI indicated that each of the two indirect customers had been more than 10% of their income, especially to purchase systems through customers A and B through systems.
Helping to increase the mystery of all, NVIDI said that “AI research and development company” brought “significant” income through live and indirect customers.
Nvidia said to investors are high, but companies with cloud suppliers, including the largest suppliers of the AI and “Neoclouds, was also listed by foreign government to record $ 20 billion in revenue. All these products categories nvidia They are contributing to income growth, Kress said to analysts in a profit call.
Nvidia CEO Jensen Huang also said a new result of a company 3 to 4 trillion in the late decade decades in the AI infrastructure. He said it could be about 70% of the total cost of a Dollar Data center, not only for its graphic processing units, but also for other chips he sells.
Huang told investors that the goal is a guy in the next five years, how many hypermates to spend and commit to spending. To spend 600 million dollars, according to Huang. He also said new types of customers, such as companies or foreign clouds suppliers, entered construction.
“As you know, the Kapex of the top four hyperscalers has doubled in two years as the AI revolution enters the whole steam,” Huangek said.
