---
title: "NVIDIA's concentration risk: Approximately 91% of revenue comes from data centers"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/277474356.md"
description: "Currently, approximately 91% of NVIDIA's revenue comes from data centers, which is an advantage, but if AI spending normalizes, it will also concentrate risks, although long-term demand for AI remains strong"
datetime: "2026-03-02T13:31:11.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277474356.md)
  - [en](https://longbridge.com/en/news/277474356.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277474356.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/277474356.md) | [繁體中文](https://longbridge.com/zh-HK/news/277474356.md)


# NVIDIA's concentration risk: Approximately 91% of revenue comes from data centers

Currently, approximately 91% of NVIDIA's revenue comes from data centers, which is an advantage, but if AI spending normalizes, it will also concentrate risks, although long-term demand for AI remains strong

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