Compute & Networking — Concentration risk (as percent)
Business Segments · Concentration risk (as percent)Nvidia Compute & Networking — Concentration risk (as percent) remained flat by 0.0% to 3.5% in Q4 2026 compared to the prior quarter. Year-over-year, this metric declined by 68.2%, from 11.0% to 3.5%. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ4 2022
Last reportedQ4 2026
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
13 periods
| Q4 '22 | Q3 '23 | Q4 '23 | Q2 '24 | Q3 '24 | Q4 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 10% | 17% | 12% | 11% | 10% | 12% | 14% | 16% | 11% | 3.5% | 3.5% | 3.5% | 3.5% |
| QoQ Change | — | +70.0% | -29.4% | -8.3% | -9.1% | +20.0% | +16.7% | +14.3% | -31.3% | -68.2% | +0.0% | +0.0% | +0.0% |
| YoY Change | — | — | +20.0% | — | -41.2% | +0.0% | +27.3% | +60.0% | -8.3% | — | -75.0% | -78.1% | -68.2% |
Range3.5% – 17%
CAGR-29.5%
Avg YoY Growth-18.2%
Median YoY Growth-8.3%
Current Streak3 quarters growth
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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 3.5% in Q4 2026.
- How has Nvidia's compute & networking — concentration risk (as percent) changed year-over-year?
- Nvidia's compute & networking — concentration risk (as percent) decreased by 68.2% year-over-year, from 11.0% to 3.5%.
- 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.