
In 2024, three unidentified customers have each spent over $10 billion on Nvidia's AI chips, contributing to a total expenditure of $30 billion for the year. In the third quarter alone, these customers collectively accounted for $12.6 billion of Nvidia's total revenue, which reached $35.1 billion. This significant spending has raised speculation about the identities of these 'mystery whales,' with Microsoft and Meta being potential candidates among the three customers, alongside an unidentified third entity. The substantial purchases from these customers represent more than a third of Nvidia's revenues over the past nine months, highlighting the growing demand for AI technology.
Three customers accounted for more than a third of $NVDA revenues over the past nine months. So $MSFT, $META, and ??? https://t.co/szBT9PxVjh
Nvidia’s $NVDA revenue every Q3 since going public https://t.co/VyfSSxztYK
Love how NVIDIA has three "Secret Whale" customers that spend $30 billion/yr on chips that they only refer to as "Customers A, B, and C" Probably nothing.
