Key Points Nvidia's latest 10-Q shows $27.0 billion of fiscal second-quarter revenue was billed to customers headquartered in Taiwan, up from $8.9 billion a year earlier. Revenue is grouped by where Nvidia's direct customers are headquartered, and end customers may be located somewhere else. A single direct customer accounted for 16% of Nvidia's total revenue in the quarter. 10 stocks we like better than Nvidia › When investors think about who buys Nvidia's (NASDAQ:NVDA) chips, the names that come to mind tend to be American: the giant cloud platforms and the labs building artificial intelligence (AI) models. The company's latest quarterly filing offers a different answer. During the fiscal second quarter of 2027 (the period ended July 26), $27.
We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.