June 10, 2025
Analyst Bio:
NVIDIA Corporation (NASDAQ:NVDA) participated in Rosenblatt’s 5th Annual Technology Summit - The Age of AI 2025. The conference highlighted NVIDIA’s strategic focus on networking as a key driver in the evolution of AI data centers. While the company emphasized its innovative solutions, challenges in transitioning from copper to optical networking were also discussed.
Kevin Cassidy, Semiconductor Analyst, Rosenblatt Securities: 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 Scheiner. He’s NVIDIA’s Senior VP of Networking.
