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Two Nvidia
customers made up 39% of Nvidia’s revenue in its July quarter, the company revealed in a financial filing on Wednesday, raising concerns about the concentration of the chipmaker’s clientele.
“Customer A” made up 23% of total revenue, and “Customer B” comprised 16% of total revenue, according to the company’s second-quarter filing with the Securities and Exchange Commission.
That’s higher than the same quarter a year ago when Nvidia’s top two customers made up 14% and 11% of sales, according to the filing.
