Business Segments · Concentration risk (as percent)
Compute & Networking — Concentration risk (as percent)
Nvidia Compute & Networking — Concentration risk (as percent) increased by 2000.0% to 21.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 31.2%, from 16.0% to 21.0%. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ3 2023
Last reportedQ1 2027May 20, 2026
Rolls up toConcentration Risk %
How to read this metric
A higher percentage indicates increased vulnerability to the purchasing decisions of a few major clients, such as 'Hyperscalers'.
Detailed definition
The percentage of segment revenue or asset exposure tied to a limited number of customers, suppliers, or geographic regi...
Peer comparison
Commonly monitored in the semiconductor industry where a few large cloud providers (AWS, Azure, Google) represent a majority of high-end GPU demand.
Metric ID:
nvda_segment_compute_networking_concentration_risk_as_percentHistorical Data
12 periods
| Q3 '23 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 10% | 17% | 12% | 2% | 13% | 14% | 12% | 16% | 23% | 22% | 1% | 21% |
| QoQ Change | — | +70.0% | -29.4% | -83.3% | +550.0% | +7.7% | -14.3% | +33.3% | +43.8% | -4.3% | -95.5% | >999% |
| YoY Change | — | — | +20.0% | — | — | -17.6% | +0.0% | +23.1% | +64.3% | +83.3% | — | +31.2% |
Range1% – 23%
CAGR+31.0%
Avg YoY Growth+29.2%
Median YoY Growth+23.1%
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Frequently Asked Questions
- What is Nvidia's compute & networking — concentration risk (as percent)?
- Nvidia (NVDA) reported compute & networking — concentration risk (as percent) of 21.0% in Q1 2026.
- How has Nvidia's compute & networking — concentration risk (as percent) changed year-over-year?
- Nvidia's compute & networking — concentration risk (as percent) increased by 31.2% year-over-year, from 16.0% to 21.0%.
- What does compute & networking — concentration risk (as percent) mean?
- The degree to which the data center business relies on a small number of large customers or partners.