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Friday, December 19, 2025

Investors should worry that almost half of Nvidia’s revenue in the second quarter came from just 4 customers, according to a tech analyst

Nvidia notched $30 billion in revenue for the second quarter, beating many analysts’ estimates for the period. Nearly half of that came from four customers, according to an SEC filing from the company. That should keep investors on alert for the next year or two, Gil Luria, a tech analyst who covers …

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