The largest customers provided 9.5 billion dollars to Nvidia. The second customer brought 6.6 billion and third – 5.7 billion. With a total of three -month income of the company, a customer of $ 46 billion makes more than 20% of sales. Analysts say that dependence on a limited number of customers can turn into risks. If one of them decides to go to competitors or create their own solutions, Nvidia may lose a significant portion of income.
However, experts think that such scenarios are not likely to implement in the near future. Investors continue to actively invest in artificial intelligence technology, and NVIDIA competitors cannot yet offer a comparable hardware and software level.
Source: Ferra
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