Nearly half of nvda revenue comes from just 4 buyers!!!

This is something that any nvda shareholder should be worried about!!!

Once these buyers pull back it's going to be quite an epic drop for nvda and I can see this unfolding in 18 to 24 months!!


Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion–plus


https://fortune.com/2024/08/29/nvidia-jensen-huang-ai-customers/

 

What a strange article.
No one knows the 4 mystery whales ?!?!

 

I'm sure it's a very easy guessing of the whales kinda game

 

NVDA AI product is not commodities. AMD is still distance away. Even its GPU products are ahead of AMD and INTL. This only problem is semi-con market is cyclical.

 

Paywall. Here is the same article without the paywall: https://ca.finance.yahoo.com/news/nearly-half-nvidia-revenue-comes-123944199.html

 

This too shall pass.

Cray History – Supercomputers Inspired by Curiosity – Seymour Cray | HPE Singapore

 

It is valued at 3 TRILLION this is pure madness.

 

Will Ai be just like metaverse 5 years ago ?

 

i don't think the article is true, but those are four known whales locked in an arms race.

 

My guess:

• Google
• Tesla
• Amazon
• Microsoft