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Fortune
Fortune
Marco Quiroz-Gutierrez

Two mystery customers alone were responsible for nearly 40% of Nvidia's quarterly revenue

(Credit: Artur Widak—NurPhoto/Getty Images)
  • Nvidia surpassed analyst expectations when it reported earnings this week, but it also revealed the influence of its two biggest customers has grown. In a filing with the Securities and Exchange Commission, the chipmaker disclosed two anonymous customers together made up 39% of its revenue for the second quarter, an increase from the same period last year.

Nvidia’s second-quarter earnings narrowly beat analyst expectations, but the company also revealed the growing influence of two of its biggest customers who, together, accounted for 39% of its revenue. 

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