Thursday, 5 March, 2026
Two Mystery Customers Accounted for 39% of Nvidia’s Q2 Revenue
By Isha
In Q2 (ending July 27), Nvidia achieved record revenue of $46.7 billion, with a staggering 39% derived from just two unnamed customers — “Customer A” (23%) and “Customer B” (16%)—revealed in an SEC filing. This marks a sharp rise from the same quarter last year, when the top two clients made up only 25%. The disclosure spotlights investor concerns over Nvidia’s heavy reliance on a limited client base amid its AI-driven growth.
Read full story at TechCrunch