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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)

dekhn · 20m ago

I would guess it's Amazon and Microsoft. Or mayyyybe Amazon and Alphabet?

sch-sara · 2h 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

ivape · 2h ago

What are the chances these are nation states?

anthem2025 · 2h ago

Yeah immediate thought was “well one is US intelligence”

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

TheAlchemist · 1h 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.