Morgan Stanley projects a humanoids chip TAM of $305B by 2045

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NVIDIA (NVDA) Presenting at UBS Conference, Final Update

December 2, 2025 9:38 AM EST

(Updated - December 2, 2025 10:06 AM EST)

NVIDIA (NASDAQ: NVDA) Presenting at UBS Conference.

Speaking at three day conference with UBS over Global technology and AI 12/1-12/4.Regarding AI bubble: "not what we see. What we see is 2-3 major transitions happening in markets."Datacenter Infrastructure could reach $3-$4 trillion by 2030."as they grow, they will need to add more and more... More