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Nvidia began using customer headquarters for revenue reporting after October 2025, Alexander Stahel notes

Nvidia began using customer headquarters for revenue reporting after October 2025, Alexander Stahel notes
Nvidia alters geographic revenue reporting

Nvidia switched its method for reporting geographic revenue in the fiscal quarter that ended in October 2025, moving from customer billing location to customer headquarters location.

Alexander Stahel, founder and CIO at Commodity Private Equity Fund, discussed this change and described it as an active decision by Jensen.

Stahel previously highlighted a shell company's plan to borrow $63 billion to acquire Broadcom and Google-designed chips, with Anthropic lease payments repaying the loans, in recent coverage. He also observed that Chinese earnings forecasts declined sharply following CATL's third-quarter results and overcapacity concerns, as noted in an earlier article. Stahel's commentary spans key moves in the chip and energy sectors.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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