NVIDIA Corp at UBS Global Technology and AI Conference Transcript
Good morning. We're going to get started here. I'm Tim Arcuri. I'm the Semi and Semi-Equipment analyst here at UBS, and we're very pleased to have NVIDIA. Pleased to have Colette Kress with us this morning.
Thank you. Great to be here.
Good morning. So before we begin, I think you have to read a --
I do. Okay. As a reminder, this discussion may contain forward-looking statements, and investors are advised to read our reports filed with the SEC for information related to risks uncertainties facing our business.
Questions & Answers
Perfect. Well, so right now, Colette, there's basically two debates. One is whether there's an AI bubble; and two is the competition. So
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