SpaceX now accounts for 5% of Nvidia's revenue, up from 3%, with Deepwater Asset Management’s Gene Munster estimating $4.8B in sales.

Gene Munster says the growth of Nvidia's hyperscalers versus growth of data centers will be an important metric to watch in Q2 results.

SpaceX now accounts for 5% of Nvidia's revenue, up from 3%, with Deepwater Asset Management’s Gene Munster estimating $4.8B in sales.