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Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue
- ivape 1y agoWhat are the chances these are nation states?
- anthem2025 1y agoYeah immediate thought was “well one is US intelligence” Realistically, one is US intelligence and the other is US military.
- TheAlchemist 1y agoSmall ? They say large cloud providers are 50% of revenues, add to that Meta, Tesla, xAI, OpenAI and it looks like we got most of their clients already.
- hank808 1y agoAnd don't forget the folks building the servers like Supermicro, Dell, and HPE. Foxconn assembles some of the servers and could maybe be split-out as a "customer" also.
- sch-sara 1y agoPlot twist - "Customer A" is the lizard society that live under Los Angeles, and "Customer B" is whoever generates all those awful mobile game ads on YouTube
- dekhn 1y agoI would guess it's Amazon and Microsoft. Or mayyyybe Amazon and Alphabet?