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沙發

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發表於 2025-8-31 07:19:18
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Specifically, Nvidia said that a single customer represented 23% of total Q2 revenue, while sales to another customer represented 16% of Q2 revenue. The filing does not identify either of these customers, only referring to them as “Customer A” and “Customer B.”
During the first half of the fiscal year, Nvidia says Customer A and Customer B accounted for 20% and 15% of total revenue, respectively. Four other customers accounted for 14%, 11%, another 11%, and 10% of Q2 revenue, the company says.
In its filing, the company says these are all “direct” customers — such as original equipment manufacturers (OEMs), system integrators, or distributors — who purchase their chips directly from Nvidia. Indirect customers, such as cloud service providers and consumer internet companies, purchase Nvidia chips from these direct customers. |
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