{"id":17757,"date":"2025-08-30T23:59:44","date_gmt":"2025-08-30T23:59:44","guid":{"rendered":"https:\/\/www.europesays.com\/se\/17757\/"},"modified":"2025-08-30T23:59:44","modified_gmt":"2025-08-30T23:59:44","slug":"stor-mystik-och-oro-kring-nvidias-hemliga-kunder","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/17757\/","title":{"rendered":"Stor mystik och oro kring Nvidias hemliga kunder"},"content":{"rendered":"<p>Det \u00e4r koncentrationen, det vill s\u00e4ga att tv\u00e5 hemliga kunder, st\u00e5r f\u00f6r en s\u00e5 betydande andel av int\u00e4kterna som f\u00e5r bed\u00f6mare att h\u00f6ja p\u00e5 \u00f6gonbrynen.<\/p>\n<p>I den information som Nvidia l\u00e4mnat till USA:s finansinspektion SEC framg\u00e5r det att, som Nvidia skriver, \u201dkund A\u201d stod f\u00f6r 23 procent av bolagets totala int\u00e4kter medan \u201dkund B\u201d svarade f\u00f6r 16 procent av de totala int\u00e4kterna.<\/p>\n<p>Nu v\u00e4xer oron \u00f6ver Nvidias kundkrets<\/p>\n<p>Att dessa tv\u00e5 \u201dmysteriekunder\u201d utg\u00f6r s\u00e5 stor del av int\u00e4kterna har utl\u00f6st oro \u00f6ver koncentrationen i chiptillverkarens kundkrets, skriver <a href=\"https:\/\/www.cnbc.com\/2025\/08\/28\/nvidias-top-two-mystery-customers-made-up-39percent-of-its-q2-revenue-.html\" rel=\"nofollow noopener\" target=\"_blank\">CNBC<\/a> som rapporterar om nyheten.<\/p>\n<p><strong>L\u00e4s \u00e4ven: <\/strong><a href=\"https:\/\/www.dagensps.se\/bors-finans\/nvidia-slar-forvantningarna-men-aktien-backar-oro-fran-kina\/\" rel=\"nofollow noopener\" target=\"_blank\">Sl\u00e5r f\u00f6rv\u00e4ntningarna men aktien backar \u2013 oro fr\u00e5n Kina <strong>DagensPS<\/strong><\/a><\/p>\n<p>Nu snackas det om Nvidias explosionsartade tillv\u00e4xt \u00e4r driven av endast knappt en handfull stora molnleverant\u00f6rer som Microsoft, Amazon, Google och Oracle.<\/p>\n<p>I onsdags, n\u00e4r Nvidia sl\u00e4ppte sin rapport efter USA-b\u00f6rsens st\u00e4ngning, uppgav f\u00f6retagets finanschef i ett uttalande att stora molntj\u00e4nstleverant\u00f6rer stod f\u00f6r omkring 50 procent av f\u00f6retagets datacenterint\u00e4kter.<\/p>\n<p>Till\u00e4ggas kan att Nvidias datacenterverksamhet, enligt CNBC, stod f\u00f6r 88 procent av chiptillverkarens totala int\u00e4kter i Q2.<\/p>\n<p><strong>L\u00e4s ocks\u00e5: <\/strong><a href=\"https:\/\/www.dagensps.se\/bors-finans\/aktier\/nvidia-aktien-hissas-trots-svagare-utsikter\/\" rel=\"nofollow noopener\" target=\"_blank\">Nvidia-aktien hissas trots svagare utsikter <strong>DagensPS<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Det \u00e4r koncentrationen, det vill s\u00e4ga att tv\u00e5 hemliga kunder, st\u00e5r f\u00f6r en s\u00e5 betydande andel av int\u00e4kterna&hellip;\n","protected":false},"author":2,"featured_media":17758,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,1023,70,71,2249,2250,2251,758,2252,34,31,33,32,30,74],"class_list":{"0":"post-17757","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-chip","10":"tag-economy","11":"tag-ekonomi","12":"tag-intakter","13":"tag-kunder","14":"tag-kvartalsrapport","15":"tag-nvidia","16":"tag-oro","17":"tag-se","18":"tag-svenska","19":"tag-sverige","20":"tag-sweden","21":"tag-swedish","22":"tag-usa"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/17757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=17757"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/17757\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/17758"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=17757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=17757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=17757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}