"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Customer Concentration

Key Points Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable enterprise demand for Nvidia's GPUs sent revenue soaring 62% in the latest quarter. However, a deeper dive into Nvidia's fiscal third-quarter 10-Q reveals a concerning revenue concentration risk. 10 stocks we like better than Nvidia › Beginning in the mid-1990s, the advent and mainstream ...