---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000489332.md"
description: "I estimate roughly 70% of $NVIDIA(NVDA.US) revenue currently comes from just 8 companies. This concentration underpins investor concerns regarding the long-term sustainability of this growth.Source: Gene Munster"
datetime: "2026-02-25T22:17:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000489332.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000489332.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000489332.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# I estimate roughly 70% of $NVIDIA(NVDA.US) revenue…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**