Nvidia References

Based only on Wisburg research notes published Sep 7-13, reviewed Sep 13 at 10:00 a.m. China time. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results.

1. [1]

   Nvidia: Communacopia + Technology 2026 conference takeaways

   Goldman Sachs via Wisburg · Note published Sep 11, 2026 · Underlying report Sep 10, 2026

   Wisburg company-reports #105107. English title adapted from the note; subscription source.

2. [2]

   Credit & Compute: assessing Nvidia's balance-sheet-as-a-service model

   Morgan Stanley via Wisburg · Note published Sep 10, 2026 · Underlying report Sep 9, 2026

   Wisburg company-reports #105028. English title adapted from the note; subscription source.