NVIDIA Corporation (NVDA) Second Annual AI Summit February 3, 2026 10:30 PM EST

Company Participants

Jen-Hsun Huang - Co-Founder, CEO, President & Director

Conference Call Participants

Charles Robbins - Cisco Systems, Inc.

Presentation

Charles Robbins Cisco Systems, Inc.

So first of all, thanks, everybody, for being here for an incredibly long day. We started this thing early this morning, and we had speaker after speaker, after speaker after speaker. And then we had about a 2.5-hour break, and they came back to see you. So...

Jen-Hsun Huang Co-Founder, CEO, President & Director

I’ve been up since 1:00.

Charles Robbins Cisco Systems, Inc.

So this guy – this guy is on the tail end of a 2-week trip in 4 or 5 different cities in Asia.

Jen-Hsun Huang Co-Founder, CEO, President & Director

One day ago, I was in Taiwan. Last night, I was in Houston. Here I am.

Charles Robbins Cisco Systems, Inc.

But he’s been going 2 weeks, and we’re standing between him and his personal bed versus a hotel. So we’re going to have fun, and then we’re going to get them out here. So – but you don’t need much of an introduction, but thank you for being here, man.

Jen-Hsun Huang Co-Founder, CEO, President & Director

Yes. Thank you.

Charles Robbins Cisco Systems, Inc.

We really appreciate it. And...

Jen-Hsun Huang Co-Founder, CEO, President & Director

Thanks for partnership, and really proud of you guys.

Question-and-Answer Session

Charles Robbins Cisco Systems, Inc.

So let’s start with that. We have had a partnership and you introduced this whole concept of AI factories, and we’re working on this together. It’s probably not going as fast as either 1 of us would like in the enterprise space. But can we start by talking about what do you – what is an AI factory to you?