Inferences, Other Increasing Risks Making Nvidia Investors More Vulnerable

in·fer·ence
“Inference is about applying trained models to new data in real time, at scale.”

Taking from past learnings and adding to it the growing competition, Nvidia investors could soon find themselves in an undesirable place.

“Even a modest slowdown … could trigger sharp declines. Over Q2, Nvidia said that just two of its customers made up roughly 39% of total revenue, and it’s very likely that these were big U.S. tech companies.” – Are Nvidia Investors Ignoring This Big Risk? – September 4th, 2025 by Trefis Team – trefis.com