The Biggest Thing Wrong with NVIDIA

NVIDIA stock is soaring to the moon, but there may be a reason for investors to be worried. Just two customers accounted for nearly 40% of NVIDIA's revenues in their most recent quarter. That's some serious customer concentration risk for NVDA stockholders to consider. What happens if these large customers begin to pull back on data center spending? Can NVIDIA's revenues continue to soar for the long-term? Today, we'll look at NVIDIA's biggest customers and see how much growth is left for NVIDIA stock.

RESEARCH PIECES USED IN THIS VIDEO:
1. NVIDIA’s Growth is Stalling: Why We’re Not Worried
https://www.nanalyze.com/2023/03/nvid...
2. The Artificial Intelligence Stock That Rocked Wall Street
https://www.nanalyze.com/2016/11/arti...

CHAPTERS:
00:00 Intro
00:39 NVIDIA's customer concentration risk
02:00 Data center capital expenditures
04:19 Who are NVIDIA's biggest customers?
05:00 How much runway is left for NVIDIA?
07:06 Who are the cloud computing leaders?
07:58 The needs of AI data centers
09:08 Is the data center CapEx worth it?
10:45 Why are companies spending so much on data centers?
12:07 The four biggest spenders
13:33 Conclusion

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