Nvidia Concentration Risk: Should Retail Investors Be Worried?
The fortune of Nvidia (NASDAQ:) is closely tied to Big Tech hyperscalers. Although the AI/GPU designer didn’t name its largest clients in the latest 10-K filing on Wednesday, Nvidia’s “Direct Customers” A, B, and C accounted for 36% of the company’s total revenue for FY2024. Given that these sales come from Nvidia’s Compute & Networking ...










