Nvidia Revenue Concentration: Q2 2025 Earnings Show 39% From Just Two Customers
Nvidia’s Q2 2025 earnings made headlines for one clear reason two unnamed customers accounted for 39% of the company’s total revenue. While the headline number $46.7 billion grabbed attention, the real story lies in what this concentration reveals about Nvidia’s growth model, risks, and strategic opportunities in the AI era. In this article, we’ll unpack … Read more


