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Nvidia faces earnings test on hyperscaler customer concentration

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Nvidia’s AI profits hinge on hyperscaler demand, raising investor concern over customer concentration. In Q1, it reported $37.9B in hyperscaler sales versus nearly $37.5B in ACIE revenue, while shares slid 2.9% for a seventh straight day. Nvidia’s data shows hyperscalers at about 55% of data-center revenue, with analysts projecting about $92.2B sales this year.

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