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NVIDIA Corporation (NVDA) Shareholder/Analyst Call March 17, 2026 12:00 PM EDT
Company Participants
Toshiya Hari – Vice President of Investor Relations & Strategic Finance
Colette Kress – Executive VP & CFO
Jen-Hsun Huang – Co-Founder, CEO & Director
Conference Call Participants
Benjamin Reitzes – Melius Research LLC
Christopher Muse – Cantor Fitzgerald & Co., Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Vivek Arya – BofA Securities, Research Division
Joseph Moore – Morgan Stanley, Research Division
Timothy Arcuri – UBS Investment Bank, Research Division
Joshua Buchalter – TD Cowen, Research Division
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Mark Lipacis – Evercore ISI Institutional Equities, Research Division
Timm Schulze-Melander – Rothschild & Co Redburn, Research Division
Presentation
Toshiya Hari
Vice President of Investor Relations & Strategic Finance
Good morning, everyone. As we quiet the backroom, I have a very important job. As a reminder, the content of this presentation may contain forward-looking statements, and investors are advised to read our reports filed with the SEC for information related to risks and uncertainties facing our business. And with that, I will turn it over to Jensen and Colette.
Colette Kress
Executive VP & CFO
All right. Good morning, everybody. I hope you enjoyed the presentation yesterday. It went a little bit longer, but I think it was an absolutely great summary for us. But we’re going to take this time to focus on your needs and some of the additional kind of questions there are. We’re going to start with a couple, maybe the first slide or so, and then we’ll open it up for questions, and I’m going to turn this over to Jensen with that.
Jen-Hsun Huang
Co-Founder, CEO & Director
Yes. As I was saying yesterday, there were 3 inflection points in recent AI. The first one was
