NVIDIA Company (NASDAQ:NVDA) Rosenblatt’s fifth Annual Expertise Summit – The Age of AI 2025 Convention June 10, 2025 10:00 AM ET
Firm Contributors
Gilad Shainer – Company Participant
Stewart Stecker – Director of Investor Relations
Convention Name Contributors
Kevin Edward Cassidy – Rosenblatt Securities Inc., Analysis Division
Kevin Edward Cassidy
Good morning, everybody, and welcome to Rosenblatt Securities’ Fifth Annual Age of AI Scaling Tech Convention. My title is Kevin Cassidy. I am one of many semiconductor analysts at Rosenblatt, and it is my pleasure to introduce Gilad Shainer. He is NVIDIA’s Senior VP of Networking. Additionally, we’ve Stewart Stecker. He’s NVIDIA’s Senior Director of Investor Relations.
So on NVIDIA, we’ve a purchase ranking and a $200 12-month goal value. And we’re bullish on NVIDIA not solely due to their management in AI however now their capacity to broaden into full rack-scale deployments, together with scale-up and scale-out networks. So we’re lucky to have Gilad talking with us immediately. Gilad is a networking knowledgeable. Gilad joined Mellanox in 2001 as a design engineer and has served at senior advertising administration function since 2005.
And naturally, NVIDIA acquired Mellanox in 2020 and Gilad serves — he additionally serves as Chairman of the HPC-AI Advisory Council Group, and he is President of the UCF and CCIX consortiums and is a member of IBTA and a contributor to the PCI-SIG, PCI- X and PCI Categorical specs. So Gilad additionally owns or holds a number of patents within the subject of high-speed networking.
So with that, first, I will flip it over to Stewart to go over a few of NVIDIA’s disclosures.
Stewart Stecker
Thanks, Kevin. Thanks, everybody, for having us. As a reminder, the content material of this name could comprise forward-looking statements, and traders are suggested to learn our experiences filed with the SEC for data associated to dangers and uncertainties dealing with our enterprise. So again