Who Is the Mystery Nvidia Customer? UBS Analysts Just Shared Their Guess.
UBS(UBS) Investor Place·2024-05-31 02:04
Scorching-hot tech powerhouse Nvidia (NASDAQ:NVDA) saw its shares incur a rare dip on Thursday. This volatility comes following a CNBC report that one customer provides the lion’s share of top-line contributions. While very few experts are skeptical about NVDA stock, the underlying enterprise has a dependency challenge.UBS analysts speculated in a research note that Nvidia’s mystery customer may be Microsoft (NASDAQ:MSFT). The research arm of the Wall Street banking giant stated that it analyzed the semicon ...