Nvidia says 40% of Q2 FY26 revenue came from just 2 customers: Who are the mystery buyers?

Nvidia says 40% of Q2 FY26 revenue came from just 2 customers: Who are the mystery buyers?

Nvidia has disclosed that almost 40 per cent of its revenue comes from just two customers, even as skepticism continues to grow around the massive scale of AI spending.

While GPU sales to one Nvidia customer accounted for 23 per cent of its total…

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https://indianexpress.com/article/technology/artificial-intelligence/nvidia-majority-revenue-two-buyers-who-are-they-10223770/