Health Care

The Future Is Nigh With Health Care AI: Insights From NVIDIA's Kimberly Powell

Mar. 21, 2025

Guest: Kimberly Powell, Vice President, Healthcare, NVIDIA

Host: Joshua Buchalter, Director, TMT – Semiconductors Research Analyst, TD Cowen, and Brendan Smith, Director, Life Science & Diagnostic Tools and Biotech Analyst, TD Cowen

TD Cowen analysts Joshua Buchalter (Semiconductors) and Brendan Smith (Health Care) speak with NVIDIA's Vice President of Healthcare, Kimberly Powell, at TD Cowen's 45th Annual Health Care Conference. The conversation focuses on the significant opportunity to leverage agentic and physical AI across three health care buckets, including digital devices and imaging, drug discovery, and digital health. Health care represents one of NVIDIA's largest, and most important, future AI opportunities.

This podcast was originally recorded on March 3, 2025.

Full transcript

Full transcript to come.

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Joshua Buchalter, CFA

Director, TMT – Semiconductors Research Analyst, TD Cowen

Joshua Buchalter, CFA
Director, TMT – Semiconductors Research Analyst, TD Cowen

Biography

Joshua Buchalter is a director covering the semiconductor and mobility technology sectors. He has been working on the semiconductors team at TD Cowen since 2018.

Prior to joining TD Cowen, Mr. Buchalter covered the semiconductor sector as an equity research associate at Oppenheimer & Co and Needham & Co.

Mr. Buchalter received a BSc in economics from Tufts University, an MBA in finance and accounting from Boston College, and is a CFA® charterholder.