**Nvidia Reports Strong Q2, Driven by Unidentified Giants**
Nvidia has announced a robust second-quarter performance, with a significant portion of its revenue attributed to just two mystery customers. The GPU giant revealed that these two unnamed entities accounted for a substantial 39% of its Q2 revenue.
This disclosure immediately sparked speculation within the tech industry and among investors. While Nvidia did not offer further details on the identity of these customers, the sheer volume of their purchases suggests they are likely major players in artificial intelligence development, large cloud service providers, or perhaps government-backed initiatives requiring extensive computing power for AI or high-performance computing.
The concentrated revenue highlights Nvidia’s dominant position in the burgeoning AI and data center markets, but also raises questions about potential customer concentration risk should these relationships shift in the future. Nevertheless, the strong demand underscores the insatiable appetite for Nvidia’s cutting-edge GPUs, particularly the Hopper and Blackwell architectures, which are crucial for training and deploying advanced AI models.