### @NVDA — Confirmed — from the Q1 FY2027 quarterly filing's concentration disclosures
Three things, okay? Direct customers: 21%, 17% and 16% of total revenue in the April 2026 quarter – 54% combined – versus two customers at 16% and 14% a year earlier, 30% combined. The filing shows the concentration shifting sharply in one year.
- tier: Confirmed (✓)
- source: NVDA / Three customers, 54% - the number stated plainly
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-nvda-src-nvda-concentration-rotation
- posted: 2026-07-26T12:32:25.039Z