Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue

4 ivape 5 8/28/2025, 9:15:28 PM cnbc.com ↗

Comments (5)

sch-sara · 9h ago
Plot twist - "Customer A" is the lizard society that live under Los Angeles, and "Customer B" is whoever generates all those awful mobile game ads on YouTube
dekhn · 8h ago
I would guess it's Amazon and Microsoft. Or mayyyybe Amazon and Alphabet?
ivape · 10h ago
What are the chances these are nation states?
TheAlchemist · 9h ago
Small ?

They say large cloud providers are 50% of revenues, add to that Meta, Tesla, xAI, OpenAI and it looks like we got most of their clients already.

anthem2025 · 9h ago
Yeah immediate thought was “well one is US intelligence”

Realistically, one is US intelligence and the other is US military.