Kantrowitz: Big cloud providers drive about 45% of Nvidia's data center revenue
Alex Kantrowitz · Decoding the NVIDIA Trade - With Michael Batnick · Jun 26, 2024 · at 15:22
Host Alex Kantrowitz and wealth manager Michael Batnick discuss customer concentration risks for Nvidia.
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“And like something like 45% of Nvidia's data center revenue is coming from the big cloud providers, like those five customers.”
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