Nvidia Corp's (NASDAQ:NVDA) AI revenue comes from just a handful of buyers. CFO Colette Kress hopes to turn that customer concentration risk into recurring revenue by getting paid once for GPUs and again when they generate compute income.
輝達公司（納斯達克：NVDA）的人工智慧收入僅來自少數幾家客戶。首席財務官科萊特·克雷斯希望通過在客戶購買GPU時收取一次費用，並在其產生計算收入時再次收費，將這種客戶集中度風險轉化為經常性收入。
Three direct customers generated 44% ($78.2 billion) of Nvidia's $177.8 billion revenue in the first half of fiscal 2027—up from two customers driving 35% a year earlier.
在2027財年上半年，三家直接客戶貢獻了輝達1778億美元營收中的44%（即782億美元），這一比例較上一年度由兩家客戶貢獻35%有所提升。
That rising concentration underscores how heavily Nvidia's growth relies on a handful of tech giants. Even as Data Center revenue surged 117% year-over-year to $89 billion last quarter, Nvidia is now pushing to broaden who... (Benzinga)
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