What podcasts say about Eugene Munster

Every statement, with the speaker, the exact quote and the moment it was said.

What Eugene Munster has said on podcasts

5 statements · 5 positive

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
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
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
on SpaceX NVIDIA revenue contributionPositiveAug 28, 2026· Bloomberg Surveillance
SpaceX represented approximately 5% of NVIDIA revenue in the July quarter.
“It was probably about 5% in the July quarter.”
Listen at 22:35
Open the episode · Bloomberg Surveillance TV: August 28th, 2026
on NVIDIA customer revenue growthPositiveAug 28, 2026· Bloomberg Surveillance
NVIDIA hyperscaler customers are expected to grow over 50%, non-hyperscalers around 85%.
“those hyperscalers are expected to grow revenue. just over 50%. If you look at the non-hyperscalers, the sovereign, like you mentioned, they're expected to grow around 85%.”
Listen at 22:47
Open the episode · Bloomberg Surveillance TV: August 28th, 2026

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