Nvidia says two mystery customers accounted for 39% of Q2 revenue

In this Newsletter Today:

• Nvidia says two mystery customers accounted for 39% of Q2 revenue

• Contextual Targeting Was Broken, Generative AI Might Just Fix It

• Taco Bell is having second thoughts about relying on AI at the drive-through 

• AI Tutorial

• 5 Best AI Tools

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Nvidia says two mystery customers accounted for 39% of Q2 revenue

NVIDIA's SEC filing shows that two unnamed customers, “Customer A” and “Customer B,” made up 39% of its $46.7 billion revenue for Q2, which is $18.2 billion. “Customer A” contributed 23%, while “Customer B” made up 16%, raising concerns over the company’s heavy reliance on a narrow client base.

Key Insights

• High Customer Concentration: In Q2, “Customer A” and “Customer B” accounted for nearly 40% of NVIDIA's total revenue. This is an increase from 25% in the same quarter last year.

• Direct vs. Indirect Buyers: These customers are "direct." They include OEMs, system integrators, and distributors. Cloud giants like Microsoft, Amazon, or Google likely appear as indirect buyers downstream.

• Revenue Breakdown by Buyer Type: Large cloud service providers made up 50% of NVIDIA's data centre revenue. This revenue made up 88% of total revenue.

• Analyst Concerns & Investment Risks: These key clients are financially solid and plan to keep investing in data centres. However, depending on just a few buyers brings risks, especially if their spending habits change.

• NVIDIA expects strong demand and is guiding for $54 billion in revenue next quarter. This is despite a growing concentration of customers.

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Contextual Targeting Was Broken, Generative AI Might Just Fix It

Contextual targeting struggled before because of old keyword algorithms and less behavioural data. Now, RTB House's new AI system, IntentGPT, is making it effective again. This generative AI tool explores webpage context and user intent. It provides 44% more engagement than traditional methods. It connects advertiser products with content that users truly care about—without using cookies or tracking.

Key Insights

• From Keywords to Semantics: Legacy systems displayed ads for keywords like “mortgage refinancing,” no matter if the intent was positive or negative. IntentGPT grasps nuance. For example, it knows how to interpret "mortgage refinancing" in a comparison piece versus a warning article.

• IntentGPT in Action: The system finds very specific URLs that show strong purchase intent. It then connects relevant products from advertiser feeds to those URLs. This way, ads stay meaningful and aligned.

• Privacy-Friendly and Effective: With rising privacy rules and cookie loss, generative AI tools like IntentGPT offer a scalable, privacy-compliant option for contextual targeting.

• Strong Performance Boost: Ad campaigns using IntentGPT achieve a 44% boost in user engagement over traditional methods.

• Scalable at Speed: Real-time bidding needs decisions under 100ms. IntentGPT uses deep learning and LLMs to blend fast computation with meaningful insights.

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Taco Bell is having second thoughts about relying on AI at the drive-through 

Taco Bell is slowing down after launching AI voice ordering at over 500 drive-throughs. Chief Digital & Technology Officer Dane Mathews reported “mixed” results. Customers faced delays and glitches, with some even making prank orders, like asking for “18,000 cups of water.” The company is now moving to a hybrid model. This combines AI with human oversight, especially during busy times, to improve customer service.

Key Insights

• Unexpected Glitches & Pranks Customers have spoofed the system. A viral case involved ordering 18,000 cups of water, showing AI’s weaknesses in real-world settings.

• Mixed Performance Mathews noted, “Sometimes it lets me down, but sometimes it really surprises me.” AI is not yet reliable in all situations.

• Hybrid Model on the Way Taco Bell will now suggest human intervention during peak hours. Franchisees should monitor and override AI when necessary.

• Industry Learning Curve Similar attempts by McDonald’s, Wendy’s, and others reveal that voice AI in drive-thrus is still a tough challenge.

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