The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Josh Buchalter - TD Cowen - Analyst
: I guess to start, maybe get the elephant out of the room, what's a semiconductor company doing at a healthcare conference. From a high level,
how does NVIDIA support the healthcare market and how does it fit into the broader NVIDIA story?
Question: Josh Buchalter - TD Cowen - Analyst
: For sure. Thank you for that, Kimberly. I definitely want to get back to the scaling laws. But maybe to start, I think you've described healthcare as
potentially the largest opportunity within your AI ecosystem. And I think you described three main buckets: digital surgery, digital biology, and
digital health. Could you maybe speak to the maturity of those three verticals where they are today, and the potential size of them long term within
NVIDIA's model? And I'll turn it over to Brendan.
Question: Josh Buchalter - TD Cowen - Analyst
: I wanted to follow up on BioNeMo actually. So in the tech community, we've become used to sort of an arms race to build foundational LLMs. But
with BioNeMo, it seems like NVIDIA is doing more of that work on behalf of and in partnership with your customers. Is that the right way to think
about the go-to-market and your relationship specifically in digital biology? And then I guess on that note, given how critical data sovereignty and
ownership in creation and capture is, how does that work given how much of the frontier model, or call it, a frontier model development you're
doing with BioNeMo?
Question: Josh Buchalter - TD Cowen - Analyst
: On the topic of hurdles, do you feel like the healthcare industry is ready for all the innovation you're driving? And I ask for two reasons. One, at least
from the outside looking in, it's not necessarily the first one to adopt new technology usually. My dad still uses a fax machine, he is a physician.
And then also from a cost standpoint. Do you feel like we're at the point where cost is no longer prohibitive? Obviously, it's going to continue to
move forward. But how do your customers think about where they are in the cost curve when they're adopting AI?
Question: Josh Buchalter - TD Cowen - Analyst
: Well, unfortunately, the red light says we're out of time. But Kimberly, what you and your team are working on is important. It's inspiring and it's
exciting. So thank you and good luck and thank you for joining us.
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