Nvidia's ACIE segment, which covers AI cloud providers, industrial customers, enterprises, and sovereign buyers, reached $40 billion in its most recent fiscal second quarter, marking a 138% year-over-year growth. This significantly outpaced the 13% sequential gain from direct hyperscaler sales. Management expects ACIE to drive most of the next quarter's Data Center growth, diversifying Nvidia's revenue profile beyond a few major tech giants. However, Nvidia carries $108.5 billion in guarantee obligations for neocloud partners, and days sales outstanding increased from 45 to 60 days, signaling elevated financing risk.