In its quarter ended 26 July, Nvidia reported about $96 billion in revenue. At the end of that quarter, five direct customers made up 70% of the money it was still waiting to be paid: 22%, 14%, 13%, 11% and 10%.
Nvidia doesn't name them. Analysts believe most are the giant cloud companies racing to build AI. If a few cut their orders, sales could fall fast. That's the risk Burry points at.
Who are the five?
Nvidia doesn't name them. Analysts believe most are the giant cloud companies racing to build AI. If a few cut their orders, sales could fall fast. That's the risk Burry points at.
Who are the five?