The Ledger
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Jensen Huang: Nvidia's market share in China fell from 95% to 0%
“At the current moment as we speak, NVIDIA gave up a 95% market share in the second largest market in the world, and we're at zero percent.”
Gerstner: Wall Street estimates Nvidia revenue growth flatlining under 10% CAGR from 2027-2029
“So if you look at that estimate, you know, starting in 20, 27, it basically flatlines 27 through 29 for Nvidia. Right? Less than 10% CAGR in terms of the growth for NVIDIA. They have by 20 29, them doing three hundred and sixty billion in revenue compared to t…”
Gerstner: Vast majority of AI compute offtake comes from 3 companies
“So the vast majority of the offtake commitments are coming from Anthropic, OpenAI, and NVIDIA. Right. When you hear about the hyperscalers building all of this, you know, this computer, they're building it out to sell to the people that we you know, that we ju…”