Nvidia References

Based only on Wisburg research notes, company research and earnings-call summaries published Oct 15-22, reviewed through Oct 22 at 1:09 a.m. China time. These are mediated summaries, not independently verified original disclosures. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results. Nvidia coverage here is customer and industry research, not a new Nvidia earnings disclosure.

1. [1]

   Inference Ahead: infrastructure for the next generation of agents

   Citi via Wisburg · Note published Oct 16, 2026 · Underlying report Oct 16, 2026

   Wisburg company-reports #110296. English title adapted from the note; subscription source.

2. [2]

   CoreWeave credit: in the eye of the AI storm

   Barclays via Wisburg · Note published Oct 16, 2026 · Underlying report Oct 15, 2026

   Wisburg company-reports #110190. English title adapted from the note; subscription source.

3. [3]

   Artificial or real funding costs?

   Deutsche Bank via Wisburg · Note published Oct 16, 2026 · Underlying report Oct 15, 2026

   Wisburg reports #110239. English title adapted from the note; subscription source.