Ambarella Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Great. Thank you. Welcome, everybody. I'm Joe Moore, Morgan Stanley Semiconductor Research and very happy to have with us the CEO of Ambarella, Fermi Wang.
Thank you.
Fermi, thanks for being here.
Questions & Answers
Maybe we could start out the AI focus. We talked a lot about edge AI a year ago, but the focus has really shifted to data center, but there's a lot of activity in the edge space, and you guys have pivoted nicely to sort of attack that. Can you talk about that? How -- before we get into the details, just the enthusiasm you have for the edge AI opportunity and what it means to you?
Right. So in fact, that edge AI really developed fast, although data
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
