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Friday, February 20, 2026

Nvidia gets almost half its revenue from just 4 customers. Here’s who they might be

In This Story When Nvidia (NVDA) reported $30 billion in revenue in its second-quarter earnings results, the AI chipmaker disclosed that almost half of that came from only four customers. While the customers are anonymous in Nvidia’s 10-Q regulatory filing, “Customer A” made up 14% of Nvidia’s …

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