Soins de santé

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

mars 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.

Disclaimer

This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by TD Securities, may not be current, and TD Securities has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. The views and opinions expressed in this podcast are not necessarily those of TD Securities and may differ from the views and opinions of other departments or divisions of TD Securities and its affiliates. TD Securities is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities or any other product and should not be relied upon to evaluate any potential transaction. Neither TD Securities nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

Joshua Buchalter, CFA

Directeur général et analyste de recherche, Technologies, Médias et Télécommunications et Semiconducteurs, TD Cowen

Joshua Buchalter, CFA
Directeur général et analyste de recherche, Technologies, Médias et Télécommunications et Semiconducteurs, TD Cowen

Biographie

Joshua est administrateur responsable des secteurs des semiconducteurs et des technologies de mobilité. Il travaille au sein de l’équipe Semiconducteurs de TD Cowen depuis 2018.

Avant de se joindre à TD Cowen, Joshua a travaillé dans le secteur des semiconducteurs à titre d’associé de recherche sur les actions chez Oppenheimer & Co et Needham & Co.

Joshua est titulaire d’un baccalauréat en économie de l’Université Tufts et d’une maîtrise en administration des affaires – finance et comptabilité du Boston College. Il détient le titre de CFA.