Business / Technology

Add as a preferred source on Google

One Direct Customer Accounted for 16% of Nvidia's Quarterly Sales

Nvidia's Data Center business brought in $89 billion, a 117% increase from a year earlier.

Updated 1 min read
Employees enter an office building at NVIDIA's headquarters in Santa Clara, California. / TokenPost.ai (macro)
Employees enter an office building at NVIDIA's headquarters in Santa Clara, California. / TokenPost.ai (macro)

Nvidia drew 16% of fiscal second-quarter revenue from a single direct customer while its Data Center business generated $89 billion, illustrating the buyer's weight in results for the period ended July 26, 2026.

The company did not identify the buyer. Nvidia's SEC filing puts the revenue shares for three direct buyers at 16%, 15% and 13% across fiscal 2027's first six months.

Those percentages cover different periods: one fiscal quarter and the first six months of the year. The figures do not establish which of the three half-year customers, if any, generated the 16% quarterly share. Nor do they indicate how Nvidia's sales will be distributed among customers in future periods.

Nvidia's Data Center business grew 117% from the year-earlier quarter to $89 billion. Companywide revenue rose 106% to $96.221 billion. Data Center therefore supplied most of the quarter's sales, while the customer figures show how much of total revenue came from a small number of direct buyers.

EconoTimes previously covered Nvidia's fiscal 2028 growth outlook alongside its second-quarter results. That longer-term outlook is separate from the company's forecast for its third fiscal quarter: $108 billion in revenue, with a 2% range in either direction. The quarterly guidance excludes revenue from Data Center compute products in China.

Related articles

View all