NVIDIA has experienced rapid growth, increasing its market capitalization from $2 billion to $3 billion in just 96 days due to strong GPU sales, with top clients being Microsoft, Metaplatforms, Amazon, and Alphabet. Speculation surrounds who makes up the remaining 60% of GPU sales, with Tesla being a top contender due to its significant investment in NVIDIA technology for autonomous driving and AI projects. Dell Technologies is also a potential buyer, having recently partnered with NVIDIA to integrate Blackwell Tensor Core GPUs into their data center products. Super Microcomputer is another key player, relying on NVIDIA GPUs for their data center computing solutions, making them significant potential customers for NVIDIA in the future. Investors should keep an eye on these companies to understand the trends in GPU integration and computing power in the industry.
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https://investorplace.com/2024/06/which-company-is-nvidias-biggest-mystery-customer-our-3-best-guesses/
