Oracle's Secret Weapon Against AI Customer Risk Has a Fatal Flaw

When Oracle needs to move capacity from one customer to another, it only takes a few hours at most. This quick turnaround is ...
AOL

"Blackwell Sales Are Off the Charts" for Nvidia -- and Worryingly, so Is Its Customer Concentration

Artificial intelligence (AI) is a potentially game-changing technology for businesses around the globe -- and Nvidia's graphics processing units (GPUs) are the heartbeat of this revolution. Insatiable ...

Pro-Dex Valuation Is Attractive Despite Customer Risk

Pro-Dex, Inc. is rated Buy due to operational improvements, successful investments, low debt and strong cash. Learn more ...
Seeking Alpha

Innodata: Price Pullback Doesn't Solve Growth And Concentration Risk

I maintain my Hold rating on Innodata as key concerns—customer concentration, scalability, and margins—remain unresolved despite a 22% stock price drop. Revenue growth guidance was raised to 45% for ...
24/7 Wall St

Broadcom Is a Verified AI Powerhouse, but Is Risk Rising, Too?

Its $10 billion OpenAI deal for custom AI chips highlights its growing role in frontier LLMs. Focusing on elite hyperscalers raises concerns about customer concentration risk if AI demand falters. Are ...
Nasdaq

Do Nebius Mega Deals Increase Customer Concentration Risk?

Nebius Group N.V. NBIS has rapidly positioned itself as a major player in the AI cloud and infrastructure market, driven by unprecedented demand for GPU capacity and long-term contracts with large ...