Nvidia's concentration dependence risk

is where we start today. Christina Parts Neils has more on that story. Christina, >> hi John.Well, Nvidia just revealed in its 10Q that three customers account for 56% of its accounts receivables igniting this big debate over concentration risk. The bare case. So if Microsoft, Google or Amazon suddenly prioritize software efficiency over hardware expansion or hit pause on AI spending, Nvidia's revenue engines seizes up.Bulls see market reality, not risk. Only a handful of companies can write 10 plus billion ...