Entering text into the input field will update the search result below

NVIDIA Corporation (NVDA) Annual Virtual Wells Fargo TMT Summit Conference (Transcript)

Dec. 01, 2021 8:57 PM ETNVIDIA Corporation (NVDA)1 Comment
SA Transcripts profile picture
SA Transcripts

NVIDIA Corporation (NASDAQ:NVDA) Annual Virtual Wells Fargo TMT Summit Conference December 1, 2021 3:20 PM ET

Company Participants

Simona Jankowski - VP IR

Manuvir Das - Head of Enterprise Computing, NVIDIA

Conference Call Participants

Aaron Rakers - Wells Fargo

Aaron Rakers

Good afternoon, everybody. I'm Aaron Rakers, the IT Hardware and Semiconductor Analyst here at Wells Fargo, extremely pleased to host the Conference Call - Keynote Conference Call, a virtual meeting with NVIDIA, Manuvir Das, who is the Head of NVIDIA's Enterprise Computing business, and we'll get into discussions here.

Before we get there, I think Simona Jankowski from the IR team wanted to read a quick disclaimer on forward-looking statements.

Simona Jankowski

Yes. Thank you, Aaron, for hosting us. Just as a quick reminder, this presentation contains forward-looking statements, and investors are advised to read our reports filed with the SEC for information related to risks and uncertainties facing our business.

Aaron Rakers

Perfect. Good deal. So, Manuvir, again thank you for joining us. There is a lot to delve into here with NVIDIA that the Company has been on fire in the data center business, so it's a great opportunity to have you speak to some of the key trends.

So - but maybe to levels at Enterprise Computing, it's broad-based, it's increasingly more and more diverse. I think you and I talked about the BlueField product in the past, but maybe the level set the discussion, just a real quick overview of your responsibilities within the Company, and then we'll go in the questions from there.

Manuvir Das

Yes. Thank you so much for having me, Aaron. And on behalf of NVIDIA, it's a pleasure to be here. In NVIDIA, we operate as one NVIDIA, one business. There are no people other than the CEO who think of themselves as owners of a particular business, right. So

Recommended For You

Comments (1)

Mike Bruzzone profile picture
This line of thinking "horizontal" can lead to dangerous and destructive outcomes lacking regulation on responsible governance. "So I think that's the first inflection which is from moving from these very vertical use cases to more horizontal use cases. So that's one." Which can be very dangerous in terms of cartelization and on lapses of responsibility in technocracy.

"But going forward, I think you'll see more companies adopt AI in a transparent manner." How to enforce and regulate that outcome "in a transparent manner"?

I'll believe it when I see it, "Aaron Rakers,. But what we're really talking about is just somewhat 'elasticity of bringing price points down' to drive coupled with the application ecosystem evolving . . . Manuvir Da. That's absolutely right, Aaron. 'It's elasticity in the price point and its elasticity in the usage point."' In the use point is an interesting observation.

"democratizing AI", were gonna find out. Intel is not talking democratization that's for sure and AMD in this conference got caught up in a marketing puff piece. Nvidia is doing better here . . .

Classically like PCs invading the work place, "And in the early adoption of AI, the data scientists have essentially worked around IT. They've either done their work in the cloud or they built their own environments and going forward. So you have to break this gap somehow to truly democratize AI . . . ". enterprise speaking on what kind of tool set, usually a captive one; core and attach.

Good platform talk from Mr. Manuvir Das, best of the three incorporating within the operation view that made this one on one talk insightful.

Mike Bruzzone, Camp Marketing

To report an error in this transcript, .Contact us to add your company to our coverage or use transcripts in your business. Learn more about Seeking Alpha transcripts here. Your feedback matters to us!

About NVDA

SymbolLast Price% Chg
Market Cap
Yield (TTM)
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on NVDA

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.