NVIDIA Corp at Cowen Health Care Conference Transcript

Mar 07, 2023 / 07:10PM GMT
Matthew D. Ramsay - TD Cowen, Research Division - MD & Senior Research Analyst

Anyway, thank you for coming, and welcome to what I think should be a really exciting and maybe different type of session than you guys are used to. My name is Matt Ramsay. I lead the semiconductor research practice at Cowen. And I guess we'll start by addressing the elephant in the room, why the hell are you listening to a semiconductor analyst at a healthcare conference.

But I'm really excited to talk about the topic of AI and healthcare with the leading AI company in the industry, NVIDIA. I started working with the NVIDIA folks about 10 years ago when they were a gaming company, about $15 billion market cap and have, in the last 10 years, basically invented the science of artificial intelligence and accelerated computing and are now sixth or seventh largest company in the stock market.

And one of the biggest areas of focus, not just in Big Data, not just in automotive, is healthcare. And really excited to have Kimberly Powell come and spent some time with us. She leads the healthcare AI business at

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