Nearly 40% of Nvidia’s second quarter revenue came from just two customers, according to a filing with the Securities and Exchange Commission. On Wednesday, the chipmaker reported record revenue of $46.7 billion during the quarter that ended on July 27 — a 56% year-over-year increase largely driven by the AI data center boom. However, subsequent reporting highlighted how much of that growth seems to be coming from just a handful of customers. Specifically, Nvidia said that a single customer represented 23% of total Q2 revenue, while sales to another customer represented 16% of Q2 revenue. The filing does not identify either of these customers, only referring to them as “Customer A” and “Customer B.” During the first half of the fiscal year, Nvidia says Customer A and Customer B accounted for 20% and 15% of total revenue, respectively. Four other customers accounted for 14%, 11%, another 11%, and 10% of Q2 revenue, the company says.

Full report : Nvidia’s top two mystery customers made up 39% of the chipmaker’s Q2 revenue.