Some quotes
“We receive a significant amount of our revenue from a limited number of customers within our distribution and partner network. Sales to one customer, Customer A, represented 13% of total revenue for fiscal year 2024, which was attributable to the Compute & Networking segment.
“One indirect customer which primarily purchases our products through system integrators and distributors, including through Customer A, is estimated to have represented approximately
19% of total revenue for fiscal year 2024, attributable to the..”
While revenue is concentrated don’t think its a worry unless macroeconomic changes force those companies to slow down buying nvda products.
Reason to believe that is either MSFT or Amazon.
