NVIDIA Corp at Evercore Semiconductor & Semiconductor Equipment Conference Transcript
Good morning. Welcome all of you to Evercore's Semiconductor & Semiconductor Equipment Conference 2023. It's our pleasure to have all of you here today. And importantly, it's a pleasure to have some of the most influential and visionary leaders in the technology sector with us over the next 2 days to discuss what I would argue is probably the most complex and dynamic set of trends that any industry that I'm aware of is facing, which makes it a fertile ground for creating alpha as investors.
The industry's importance only continues to grow. Many of the generation-defining advancements that have become everyday topics, generative AI to quantum computing, robotics, smart manufacturing, autonomous driving, clean energy, are all powered by this industry. The market cap -- and I think the investors have recognized that the market cap of the semiconductor industry in aggregate has grown to over $5 trillion. And we have our first $1 trillion market-cap company that had its roots in the semiconductor industry. Notice I was very careful about that. It's no longer just a semiconductor
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