Only 3 NVIDIA customers composed of more than 30% of their annual income star-news.press/wp

Nvidia (Nvda-4.11%) ended the fiscal year by delivery Record income and prospects Above expectations for the fourth quarter – and more than doubling his entire year of revenue from the previous year.

Chipmaker reported $ 39.3 billion for the fourth quarter of the fiscal year 2025. – 78% increase from the previous year, and above the consensus of $ 38.1 billion. Meanwhile, the full annual income of Nvidia increased by 114% compared to a record 130.5 billion dollars.

“We have successfully increased mass production by Blackwell Ai supercomputers, achieving billions of dollars in the first quarter,” said General Manager Nvidia Jensen Huang UA statementAdding this demand for new chips “amazing”, as companies are typing the explanation of the AI ​​models.

According to Nvidia 10-K LoginOnly three anonymous customers make up more than 30% of total revenue for the fiscal year ended in January.

“Direct customer A” accounted for 12% of total revenue, while direct buyers B and C each represented 11%, in accordance with the extraction of securities and exchange commissions. The direct buyer B carried out 13% of the total revenue for the 2024 fiscal year, the submission is stated.

All sales “are primarily attributed to the account and networking segment”, according to the submitted.

For a fiscal third quarter, Nvidia reported Revenue of $ 35.1 billion – of which 36% came Three unnamed customers. For three months ended in October, buyers A, B and C, they accounted for 12% of the quarterly revenues of Nvidia, the company’s market is stated Form 10-q.

The submission also showed that, in the first nine months of fiscal year 2025. sales to customers B and C, it seemed 11% of revenue, while the buyer d did 12% income.

Although chipmar will not reveal companies, to him Top customers can probably include Alphabet (Googl-1.03%)Amazon (Amzn-0.55%)Target (Target-0.36%)Microsoft (MSFT-0.53%)and Tesla (Tsla-0.93%).