What a finding looks like — 3 hand-picked samples
Customer concentrationNVDA10-Q · April 21, 2026
Two customers each accounted for more than 10% of revenue this quarter — first time disclosed (was previously "no customer over 10%").
Hyperscaler demand is concentrating. Bull case is "they need NVIDIA whatever the price"; the risk case is "two customers can squeeze pricing or pull orders simultaneously." Watch for follow-up segment commentary next quarter.
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