NVIDIA Corporation (NASDAQ:NVDA) Rosenblatt's 5th Annual Technology Summit - The Age of AI 2025 Conference June 10, 2025 10:00 AM ET
Company Participants
Gilad Shainer - Corporate Participant
Stewart Stecker - Director of Investor Relations
Conference Call Participants
Kevin Edward Cassidy - Rosenblatt Securities Inc., Research Division
Kevin Edward Cassidy
Good morning, everyone, and welcome to Rosenblatt Securities' Fifth Annual Age of AI Scaling Tech Conference. My name is Kevin Cassidy. I'm one of the semiconductor analysts at Rosenblatt, and it's my pleasure to introduce Gilad Shainer. He's NVIDIA's Senior VP of Networking. Also, we have Stewart Stecker. He is NVIDIA's Senior Director of Investor Relations.
So on NVIDIA, we have a buy rating and a $200 12-month target price. And we're bullish on NVIDIA not only because of their leadership in AI but now their ability to expand into full rack-scale deployments, including scale-up and scale-out networks. So we're fortunate to have Gilad speaking with us today. Gilad is a networking expert. Gilad joined Mellanox in 2001 as a design engineer and has served at senior marketing management role since 2005.
And of course, NVIDIA acquired Mellanox in 2020 and Gilad serves -- he also serves as Chairman of the HPC-AI Advisory Council Organization, and he's President of the UCF and CCIX consortiums and is a member of IBTA and a contributor to the PCI-SIG, PCI- X and PCI Express specifications. So Gilad also owns or holds multiple patents in the field of high-speed networking.
So with that, first, I'll turn it over to Stewart to go over some of NVIDIA's disclosures.
Stewart Stecker
Thanks, Kevin. Thanks, everyone, for having us. As a reminder, the content of this call may contain 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. So back
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