GoKawiilNvidia earnings to test reliance on Amazon, Google, Microsoft spending
Nvidia reports fiscal second-quarter results Wednesday, with investors closely watching how much of its revenue still comes from a handful of hyperscale cloud giants versus a broader base of AI cloud, industrial and enterprise customers. The company recently began splitting its reporting into hyperscaler revenue and a separate category it calls ACIE, covering thousands of other buyers. CEO Jensen Huang has acknowledged that hyperscalers remain the easiest customers to sell to because there are only a handful of them, compared with roughly 250,000 other companies in the broader market.