Nvidia's top two mystery customers made up 39% of the chipmaker's Q2 revenue cnbc.com 4 points by ivape 14 hours ago
sch-sara 13 hours ago Plot twist - "Customer A" is the lizard society that live under Los Angeles, and "Customer B" is whoever generates all those awful mobile game ads on YouTube
ivape 14 hours ago What are the chances these are nation states? TheAlchemist 13 hours ago Small ?They say large cloud providers are 50% of revenues, add to that Meta, Tesla, xAI, OpenAI and it looks like we got most of their clients already. anthem2025 14 hours ago Yeah immediate thought was “well one is US intelligence”Realistically, one is US intelligence and the other is US military.
TheAlchemist 13 hours ago Small ?They say large cloud providers are 50% of revenues, add to that Meta, Tesla, xAI, OpenAI and it looks like we got most of their clients already.
anthem2025 14 hours ago Yeah immediate thought was “well one is US intelligence”Realistically, one is US intelligence and the other is US military.
Plot twist - "Customer A" is the lizard society that live under Los Angeles, and "Customer B" is whoever generates all those awful mobile game ads on YouTube
I would guess it's Amazon and Microsoft. Or mayyyybe Amazon and Alphabet?
What are the chances these are nation states?
Small ?
They say large cloud providers are 50% of revenues, add to that Meta, Tesla, xAI, OpenAI and it looks like we got most of their clients already.
Yeah immediate thought was “well one is US intelligence”
Realistically, one is US intelligence and the other is US military.