Microsoft is NVIDIA's largest customer and could account for close to 20% of revenue, according to UBS

The report emphasizes that NVIDIA's earnings are heavily dependent on a handful of major customers, and Microsoft is probably the most important of them all. This news was announced at a time when NVIDIA's sales were skyrocketing, and most of the reason for this is demand for advanced processors for artificial intelligence technology.

Despite the uncertain status of Microsoft, which is NVIDIA's largest customer, this speculation drew attention to the important role NVIDIA plays in the market. NVIDIA's stock price has soared 130% this year, and the total market value is approaching 3 trillion dollars.

Artificial intelligence companies will take the market by storm and greatly destroy the industry. Investors are increasingly investing funds into AI exchange-traded funds (ETFs) in order to diversify their portfolios.

Meanwhile, due to NVIDIA's strong performance, there is speculation that the day when it will surpass Microsoft in terms of market capitalization is near. This further strengthens NVIDIA's position as an important player in the high-tech industry, and there is a possibility that it will have a wide-ranging impact on the entire market.