The Minutes of Brad Gerstner on market share https://minutesof.com/brad-gerstner/on/market-share/ Everything Brad Gerstner has said on market share: 3 verbatim quotes between January 2024 and June 2025, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:52 +0000 Gerstner says NVIDIA had 80% China market share with developers in CUDA ecosystem, generating billions in US t https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ https://minutesof.com/q/781aa249-aab8-4a99-9d5e-3907bda9199b/ “NVIDIA has you know, it went from 80% market share in China where all the developers, second largest developer market in the world, were were developing in CUDA.” — CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 market share Gerstner argues consensus Nvidia forecast assumes market share drops from 55% to 26% by 2028. https://minutesof.com/q/e448f8c2-4b61-45ee-8832-d984d469788d/ https://minutesof.com/q/e448f8c2-4b61-45ee-8832-d984d469788d/ “Okay, so the consensus forecast that has the stock at $700 a share assumes, if you believe this TAM to be accurate, assumes that their share will go from 55% today to 26% in 2028.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 market share Gerstner says NVIDIA holds 90% plus market share and trades at historical average multiples. https://minutesof.com/q/311c6aee-e4dc-4484-969a-fe01d2583e1e/ https://minutesof.com/q/311c6aee-e4dc-4484-969a-fe01d2583e1e/ “So if you wanna express that bet, right, which is AI leadership at 25 to 30 times earnings, which is consistent with historical averages for NVIDIA.” — CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 market share