Almost 40% of the income of the second Nvidia quarter came from only two customers, according to a deposit With the Securities and Exchange Commission.

Wednesday, the chipmaker Record reported returned of $ 46.7 billion in the quarter which ended from 27 to 56% of an increase year on year largely led by the Boom of the AI ​​data center. However, subsequent relationships have highlighted the amount of that growth that only seems to arrive a handful of customers.

In particular, Nvidia said that a single customer represented 23% of the total return of the second quarter, while sales to another representation of the customer 16% of the second quarter revenues. The deposit does not identify the Eborders of these customers, referring to them only as “customer to” and “customer B.”

During the first half of the fiscal year, Nvidia states that the customer A and the Customer B approaches 20% and 15% of the total, respective revenue. Four other customers took into account 14%, 11%, another 11%and 10%of Q2 revenue, affirms the company.

In its deposit, the company states that these are all “direct” customers, such as the producers of original equipment (OEM), the integration of the system or distributors – who buy their chips directly from Nvidia. Indirect customers, such as cloud service providers and consumer internet companies, acquire nvidia chips from these direct customers.

In other words, it seems unlikely that a great cloud provider such as Microsoft, Oracle, Amazon or Google may secretly the customer A or the Customer B, although those companies can be indirectly responsible for that enormous expense.

In fact, Nicole Kress, Chief Financial Officer of Nvidia, said that “great cloud service providers” Accused for 50% of the returned Nvidia data centerwhich in turn represents 88% of the total income of the company, according to CNBC.

What does this mean for the future prospects of Nvidia? Gimme Credit Analist Dave Novosel said to Fortune That, while “the concentration of revenue between such a small group of customers presents a significant risk”, the good news is that “these customers have in bountrite cash at hand, generate a huge love for the flow of cash free and are sufficient to spend sumptuously for years of data”.