Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
NVIDIA is basically resting on a few companies' spend.
70% of its Q2 FY27 accounts receivable comes from five companies. In Q2, one customer was 16% ($15.39bn) of revenue, and for the first half of FY27, 44% of revenue came from 3 customers.
2026-08-26T21:05:31.564Z