
Last week, Nvidia Corp. (NASDAQ:NVDA) reported second quarter earnings that exceeded analysts' forecasts. However, the focus shifted to two undisclosed customers who made up a substantial 39% of the company’s revenue.
Referred to as “Customer A” and “Customer B” in Nvidia’s SEC filing, these clients were responsible for 23% and 16% of Nvidia’s Q2 revenue, respectively. This marks a significant rise from the prior year, where they accounted for 14% and 11% respectively.