Eugene Munster

What Eugene Munster has said on podcasts

5 statements

1. on Nvidia CorporationPositiveAug 28, 2026· Bloomberg Surveillance

   NVIDIA will generate approximately $750 billion in revenue in calendar 2027.

   “It's probably going to be $750 in revenue.”

   Listen at 17:51

   Open the episode · Bloomberg Surveillance TV: August 28th, 2026
2. on Nvidia CorporationPositiveAug 28, 2026· Bloomberg Surveillance

   NVIDIA currently offers the strongest AI chips available.

   “they basically have the best stuff in town.”

   Listen at 19:54

   Open the episode · Bloomberg Surveillance TV: August 28th, 2026
3. on NVIDIA customer concentrationPositiveAug 28, 2026· Bloomberg Surveillance

   NVIDIA’s top-two customer revenue concentration fell from 38% to about 30%.

   “the top two declined in terms of total percentage of revenue, went from 38% in the April quarter to around 30%.”

   Listen at 22:21

   Open the episode · Bloomberg Surveillance TV: August 28th, 2026

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

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