' 📣 @Bitdeer_AI now supports @nvidia Minerva, the AI-native AIOps platform built to maximize #AIFactory# yield. ⚲ Increase in Mean Time Between Interrupts (predictive maintenance) ⚲ Decrease in Mean Time to Repair (automated root-cause analysis) ⚲ Increase in actionable insights (advanced noise reduction) ⚲ Increase in effective GPU hours, boosting token production Full-stack telemetry, predictive maintenance & Sherlock's agentic troubleshooting are helping us boost #GPU# uptime and goodput at scale. @nvidia, @NVIDIAAI, @NVIDIAAP, @NVIDIAAIInfra 🌟 #AI# #AIInfrastructure# #Minerva#

AI CONFERENCES AND INVESTOR DAYS, FRIDAY, OCTOBER 30, 2026 TODAY HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, 10:00 AM to 5:00 PM Taiwan time, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, Taipei Nangang Exhibition Center Hall 1. October 30 is the invitation only opening day, with registration from 9:00 AM and the keynote on AI and robotics from 10:00 AM to 12:00 PM on the main stage. October 31 is open to the public. Live streaming on the official HHTD site. Event site: • Setup: Foxconn is repositioning from assembler to AI platform company. Q2 revenue rose 41% year over year to TWD 2.53 trillion with net profit of TWD 60.0B, September revenue rose 38% to TWD 1.16 trillion on AI server demand, and third-quarter revenue, reported October 5, rose 47% year over year to TWD 3.03 trillion, above the TWD 2.83 trillion LSEG SmartEstimate, ahead of full Q3 results on November 12 • The number: Taiwan's largest GPU cluster, due in 2026 from as the group's NVIDIA Cloud Partner AI Factory, is the centerpiece claim to test • Why it matters: HHTD is where the AI server story gets product proof: the MODEL A launch, the IBM AI Factory partnership for Taiwan, the Foxconn and OpenAI work on US AI supply-chain manufacturing, plus SiC, LEO satellites and FoxBrain • Debates: How much value Foxconn captures beyond assembly in AI servers, EV timelines, and margin conversion as cloud and networking posts high double-digit growth • Watch: Partner appearances on the opening day stage, MODEL A specifics, and any capacity or US manufacturing commitments TOMORROW No tracked events tomorrow. REMAINING THIS WEEK No tracked events remaining this week. LATER • Tue Nov 3: PIC Summit Europe 2026, Eindhoven, Netherlands, Nov 3 to 4 • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Sun Nov 8: IEEE Photonics Conference (IPC) 2026, Denver, Nov 8 to 12 • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: Supercomputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: TomorrowX Summit 2026, Austin, Nov 17 to 18 • Tue Nov 17: XTI Aerospace at 2026 ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens • Tue Nov 24: Global Unichip at TSMC 2026 Europe OIP Ecosystem Forum, Munich • Mon Nov 30: NVIDIA GTC Washington DC, Nov 30 to Dec 3 • Thu Dec 17: Methode Electronics Investor Day, New York, 8:30 AM • Thu Dec 17: Onto Innovation Capital Markets Day, New York, 9:00 AM

AI CONFERENCES AND INVESTOR DAYS, TUESDAY, OCTOBER 27, 2026 TODAY DCD INVESTMENT FORUM MENA CONFERENCE PRESENTATION Tue Oct 27, Dubai, United Arab Emirates DCD Investment Forum MENA (DatacenterDynamics), October 27, 2026, Grand Hyatt Dubai, Dubai. Co-located with DCD Connect MENA. Part of the DCD Investment series. No public webcast. In-person event. Registration: • Setup: A one-day executive forum with 35+ speakers, convening C-suite operators, developers, lenders and investors active in MENA digital infrastructure deal flow. This is the capital side of the MENA buildout, as sovereign AI programs turn announced gigawatts into financed projects • The number: 2,500+ senior professionals expected across the co-located events, against a regional pipeline of 2.6 GW in development and 13.8 GW planned on roughly 1.6 GW live • Why it matters: Who finances the Middle East pipeline, and on what terms, decides how much of it gets built • Debates: Sovereign capital versus international project finance, power and grid access as the gating item, and phased 100 MW to 200 MW delivery versus gigawatt announcements • Watch: The opening macro panel on where MENA digital infrastructure heads next, and any named financing or partnership announcements CELESTICA INC INVESTOR DAY Tue Oct 27, 8:00 AM ET Investor and Analyst Day call, hosted by Chair and CEO Rob Mionis, with an in-person Lunch Forum following in Midtown Manhattan for institutional investors and sell-side analysts. Webcast: • Setup: Q3 results, reported after the close Monday October 26, beat the top of guidance: revenue rose 83% year over year to $5.83B against a $5.25B to $5.55B guide, adjusted EPS rose 109% to $3.30, adjusted operating margin hit a record 8.5%, and CCS revenue rose 102% to $4.87B. Management raised the full-year 2026 outlook to $21.0B of revenue and $11.55 of adjusted EPS, cut free cash flow guidance to $460M from $600M for targeted working capital investment ahead of 2027, and gave an initial 2027 outlook of $40.0B of revenue, up 90%, with a 9.0% adjusted operating margin and $21.50 of adjusted EPS on capex of $1.5B to $2.0B • The number: The $40.0B 2027 revenue target, well above the $35.7B analyst estimate reported ahead of the print, and whether the day substantiates it with contracted demand and 1.6T program detail • Why it matters: Celestica is the purest listed read on hyperscaler AI hardware demand outside the hyperscalers themselves, and the day is the first long-form test of the 2027 frame • Debates: Customer concentration, the cash cost of growth as working capital builds, and whether 9% margins hold as capacity capex rises • Watch: Q4 guidance of $6.275B to $6.575B of revenue, 2028 demand commentary (management said customer demand forecasts are meaningfully higher than the 2027 outlook), and 1.6T program updates MACRONIX INTERNATIONAL CO LTD INVESTOR DAY Tue Oct 27, 4:00 PM Taiwan time (4:00 AM ET) Third-quarter 2026 results webcast, hosted by Chairman and CEO Miin Wu and Vice President Paul Yeh, per the company investor relations calendar. Webcast via Macronix investor relations. Direct link unconfirmed. • Setup: The NOR flash maker is in a steep memory upcycle. September sales rose 188% year over year to TWD 8.37B and third-quarter revenue reached TWD 24.24B, up 27% sequentially • The number: Nine-month 2026 revenue of TWD 53.83B, up 155% year over year, already above the prior full-year record of TWD 50.57B set in 2021, with Q2 gross margin at 64.4% • Why it matters: Macronix is a clean read on legacy memory pricing power and how far the upcycle converts into durable margins • Debates: Whether pricing holds into 2027, and the return on the TWD 15.81B capacity budget approved in July, with new capacity due in 2027 • Watch: Q3 gross margin against the 64.4% Q2 mark, Q4 sales commentary, and capex timing GUIDEWIRE SOFTWARE INC INVESTOR DAY Tue Oct 27, 7:30 PM ET, Las Vegas, United States Analyst Day held inside Connections 2026, October 26 to 29 at Fontainebleau Las Vegas, with more than 3,800 attendees expected. Webcast: • Setup: Fiscal 2026 revenue rose 23% to $1.48B and ARR rose 19% to $1.24B, with cloud ARR up 35% to 84% of total ARR and 62 core cloud deals signed in the year. The stock sold off on fiscal 2027 guidance in September and has been rebuilding into the day • The number: Fiscal 2027 ARR guidance of $1.45B to $1.46B, and whether the fiscal 2028 ARR figure near $1.7B is reaffirmed as a floor • Why it matters: Guidewire is the core-system standard for P&C insurers, and migration of its installed base to Guidewire Cloud is the growth engine • Debates: Roughly 125 on-premises customers still to migrate, the pace of cloud cohort expansion, and how fast agentic AI products monetize • Watch: Detail on the top 10 US carrier signed September 4 for Guidewire Cloud and PolicyCenter, set to become a top 10 customer by fully ramped ARR over a 12 to 18 month deployment, plus any multi-year target updates TOMORROW FIVE9 INC CONFERENCE PRESENTATION Wed Oct 28, Amsterdam, Netherlands ServiceNow World Forum Amsterdam, RAI Amsterdam, 8:30 AM to 6:00 PM. Free, in-person only, no digital edition and no public webcast. • Setup: Five9 and ServiceNow expanded their partnership in November 2024 around a turnkey AI solution joining ServiceNow Customer Service Management with the Five9 Intelligent CX Platform. Five9 exhibits and hosts a session, showing Five9 Fusion for ServiceNow, which puts voice and digital on one agent screen, with real-time transcription feeding Now Assist • The number: One agent screen for voice and digital inside ServiceNow, the core Fusion claim the team is demoing on the floor • Why it matters: Amsterdam is a live test of whether the ServiceNow channel converts into European contact-center pipeline for Five9 • Debates: AI agent deflection versus seat-based pricing pressure across CCaaS, and how much of the partnership is product versus go-to-market • Watch: Five9 session attendance and any named customer or expansion announcements out of the forum ORACLE CORP INVESTOR DAY Wed Oct 28, 10:55 AM CT, Las Vegas, United States Investor Day Meeting at Oracle AI World, live via the Oracle investor relations homepage. Webcast: • Setup: Q1 fiscal 2027, reported September 10, delivered revenue up 30% to $19.3B and cloud infrastructure revenue up 121% to $7.4B, and management raised the fiscal 2027 revenue outlook to at least $90B • The number: Remaining performance obligations of $664B, up $209B year over year and $26B in the quarter, against quarterly capex of $28.5B and free cash flow of negative $5.4B • Why it matters: This is the first long-form chance to test how the backlog converts, with 300,000 GPUs and 850 MW delivered in Q1 and utilization near 98% • Debates: Capacity delivery pace, margins and cash flow through a $90B to $95B fiscal 2027 capex plan, and customer concentration in the AI backlog • Watch: Any update to the capex or funding plan, RPO conversion commentary, and applications growth against the infrastructure story LTD INVESTOR DAY Wed Oct 28, New York, United States Investor Day at Elevate '26, the flagship conference, October 28 to 29 at the Javits Center, with a private investor Q&A with management. The opening keynote is livestreamed free at 11:00 AM ET. Keynote livestream: • Setup: Q2 revenue rose 22% to $365M and the company reconfirmed full-year 2026 revenue guidance of $1.466B to $1.474B, even as it cut roughly 20% of headcount to fund the AI pivot and the stock sold off on the print • The number: AI ARR doubled from Q1 to Q2 and drove 17% of net new ARR, against overall net dollar retention of 109% with guided pressure in the second half • Why it matters: Elevate is where the AI workspace claim meets customers, around 250,000 of them, with every attendee building a working AI agent on site, across 200+ sessions and 150+ speakers • Debates: Seat and credit pricing for AI versus seat erosion, the enterprise mix shift, and the reported exits of AI, R&D and product leaders mid-pivot • Watch: Keynote product announcements from co-CEOs Eran Zinman and Roy Mann and CPO Daniel Lereya, any AI monetization metrics beyond the 17% figure, and investor Q&A tone on fiscal 2027 growth REMAINING THIS WEEK HON HAI PRECISION INDUSTRY CO INVESTOR DAY Fri Oct 30, Taipei, Taiwan Hon Hai Technology Day (HHTD26), October 30 to 31, 2026, with live streaming on the official HHTD site. Event site: • Setup: Foxconn is repositioning from assembler to AI platform company. Q2 revenue rose 41% year over year to TWD 2.53 trillion with net profit of TWD 60.0B, September revenue rose 38% to TWD 1.16 trillion on AI server demand, and third-quarter revenue, reported October 5, rose 47% year over year to TWD 3.03 trillion, above the TWD 2.83 trillion LSEG SmartEstimate, ahead of full Q3 results on November 12 • The number: Taiwan's largest GPU cluster, due in 2026 from as the group's NVIDIA Cloud Partner AI Factory, is the centerpiece claim to test • Why it matters: HHTD is where the AI server story gets product proof: the MODEL A launch, the IBM AI Factory partnership for Taiwan, the Foxconn and OpenAI work on US AI supply-chain manufacturing, plus SiC, LEO satellites and FoxBrain • Debates: How much value Foxconn captures beyond assembly in AI servers, EV timelines, and margin conversion as cloud and networking posts high double-digit growth • Watch: Partner appearances on the opening day stage, MODEL A specifics, and any capacity or US manufacturing commitments LATER • Tue Nov 3: DCD Connect Virginia, Leesburg, VA, Nov 3 to 4 • Wed Nov 4: DCD Connect Brasil, Sao Paulo, Nov 4 to 5 • Wed Nov 4: DCD Investment Forum Brasil, Sao Paulo • Wed Nov 4: Xcelerated Compute Show Brasil, Sao Paulo, Nov 4 to 5 • Thu Nov 5: Box Investor Day, San Francisco • Fri Nov 6: Global Unichip at TSMC 2026 Japan OIP Ecosystem Forum, Tokyo • Mon Nov 9: Entegris Investor Day, 1:00 PM • Tue Nov 10: Cohu Investor Day, New York • Tue Nov 10: Flex Investor Day, Austin • Tue Nov 10: WESCO International Investor Day, Data Center Deep Dive Day, 10:00 AM • Wed Nov 11: Munters Group Capital Markets Day, Stockholm, 8:00 AM • Thu Nov 12: Global Unichip at TSMC 2026 Taiwan OIP Ecosystem Forum, Hsin-chu • Sun Nov 15: Penguin Solutions at SuperComputing (SC26), Chicago • Sun Nov 15: Supercomputing Conference 2026 (SC26), Chicago, Nov 15 to 20 • Sun Nov 15: Vertiv at SuperComputing (SC26), Chicago • Tue Nov 17: Global Unichip at TSMC 2026 China OIP Ecosystem Forum, Beijing • Tue Nov 17: TomorrowX Summit 2026, Austin, Nov 17 to 18 • Tue Nov 17: XTI Aerospace at 2026 ElevateUAV Summit, Florida City • Thu Nov 19: KVH Industries at CSN Greece ICT Conference, Athens • Tue Nov 24: Global Unichip at TSMC 2026 Europe OIP Ecosystem Forum, Munich • Mon Nov 30: NVIDIA GTC Washington DC, Nov 30 to Dec 3 • Thu Dec 17: Methode Electronics Investor Day, New York, 8:30 AM • Thu Dec 17: Onto Innovation Capital Markets Day, New York, 9:00 AM • Wed Dec 30: at AI Impact Summit 2026 • Wed Feb 3: AI Cities Zaragoza, Spain, Feb 3 to 4, 2027

AI factory deployment at a prepared site: from six months down to 14 days. NVIDIA DSX POD brings Vera Rubin AI factories in containers, integrated and validated before delivery. Announced at GTC Berlin:

AI Conferences and Investor Days, Friday, October 9, 2026 TODAY No tracked events today. TOMORROW No tracked events tomorrow. REMAINING THIS WEEK Nothing remaining this week. LATER OCP GLOBAL SUMMIT 2026 Mon Oct 12 to Thu Oct 15, San Jose McEnery Convention Center. Theme: "Scaling Innovation for the AI Era". Sold out; registration closed with no onsite signup. No public livestream found; keynote and session recordings expected on the Open Compute Project YouTube channel after the event: Keynotes Mon Oct 12 (PT): AMD Chair/CEO Lisa Su, 4:15pm, open full-stack infrastructure for agentic AI; Broadcom's Asad Khamisy (SVP, Core Switching), 5:30pm, "Scaling AI Infrastructure Through Open Innovation"; NVIDIA's Ian Buck (VP Hyperscale/HPC), 5:55pm, "AI Factories at Scale"; Meta keynote (speaker and time unconfirmed). Themes to watch: rack-scale AI factory architectures (Vera Rubin NVL72, MGX, DSX); Ethernet vs InfiniBand for AI scale-up (Broadcom Tomahawk 6, Thor Ultra 800G, OCP ESUN vs NVIDIA Spectrum-X); power delivery and thermals (800V DC racks, liquid cooling); optical interconnect (CPO, 448G signaling). 42 tracked company sessions (Oct 12-13; times ET): AMD, NVIDIA, Broadcom, Meta, Alphabet, Arm, Marvell, Astera Labs, Credo, Lattice, SK hynix, Samsung, MediaTek, Intel, Cisco, HPE, Dell, Microsoft, Oracle, Super Micro, Vertiv, Eaton, Nokia, TE Connectivity, Celestica, Flex, Jabil, Sanmina, Wiwynn, Pegatron, Mitac, Foxconn Industrial Internet, Inventec, Keysight. Also: Lattice/AMI keynote Tue Oct 13, 10:00am PT, "The Open Control Plane: From AI Racks to Autonomous Infrastructure" (Ford Tamer, Sanjoy Maity). APPLIED MATERIALS INVESTOR DAY (INVESTOR BREAKFAST AT SEMICON WEST) Tue Oct 13, 8:00-10:30am PT. Webcast: replay same day. Setup: executive leadership team presents during SEMICON West. The number: the 2027 WFE (wafer fab equipment) growth outlook. Why it matters: AMAT is the largest WFE vendor; its outlook frames the 2027 capex cycle and AI-driven fab capacity plans. Watch: a firm 2027 WFE growth figure; commentary on AI-driven capacity adds. WORKDAY FINANCIAL ANALYST DAY Tue Oct 13, 2:00pm PT, Las Vegas (during Workday Rising). Webcast: replay 90+ days. Setup: analyst day alongside the annual customer conference. The number: Agentic AI ARR ~$600M (+200% YoY). Why it matters: the multi-year AI monetization framework sets expectations for converting the installed base to AI products. Debates: seat-based vs consumption (FlexCredits) pricing durability. Watch: FlexCredits disclosure; FY28 subscription growth vs the ~11% framework. ACCENTURE INVESTOR AND ANALYST CONFERENCE Wed Oct 14, 8:30-11:30am ET, virtual. Setup: shares +23% on the Q4 print (~$84.5B FY bookings), faded ~6% since. The number: refreshed long-term growth and margin targets. Why it matters: bellwether for enterprise IT services demand and AI-led consulting. Debates: fixed-price mix; granularity of AI disclosure. Watch: long-term targets; AI bookings disclosure. SAILPOINT INVESTOR DAY Wed Oct 14, 12:00pm ET, virtual. Webcast: replay 1 year. Setup: recap of product introductions from Navigate (annual identity security conference, Austin, Oct 5-8). The number: not a guidance event; product-led. Why it matters: identity security is consolidating; SailPoint's AI positioning against Microsoft and Palo Alto Networks. Watch: genuinely new capability vs repackaging; AWS/NVIDIA pipeline commentary. SEMTECH DATA CENTER TEACH-IN (ANALYST DAY) Thu Oct 15, 9:00am PT, San Jose. CEO Hong Hou, Imran Sherazi (Signal Integrity GM), CFO Mark Lin. Webcast: Setup: stock at 52-week highs; past ACC timing wobbles have been punished. The number: 1.6T/800G and ACC (active copper cable) ramp timing. Why it matters: key read on optical DSP and copper interconnect demand in AI clusters. Watch: ACC ramp milestones; long-term financial objectives. THINKEQUITY CONFERENCE Thu Oct 15, Mandarin Oriental, New York. Single-day small-cap broker conference. AI-relevant presenters include Roadzen (RDZN, 9:30am ET) and Mobilicom (drone track, 1:30pm ET). WEEK OF OCT 19 AND BEYOND • Qnity Electronics (Mon Oct 19, ICPT planarization/CMP conference, Gangseo): semiconductor materials read. • Zoom Communications Investor Day (Tue Oct 20, 4:00pm, timezone unconfirmed). • Tempus AI (Fri Oct 23, presenting at ESMO 2026): AI healthcare name at a medical oncology conference. • Celestica Investor Day (Tue Oct 27): AI data center EMS; key read on AI server build demand. • Guidewire Investor Day (Tue Oct 27, 7:30pm, timezone unconfirmed): insurance software. • Oracle Investor Day (Wed Oct 28): OCI and AI infrastructure. Also tracked: semicap names at the 18th Annual CEO Investor Summit (Tue Oct 13, California): ACM Research, Cohu, Photronics; Kulicke & Soffa (CEO Summit, San Francisco); BE Semiconductor (SEMICON West); Zhen Ding (20th QIC CEO Week, Hong Kong). Wolfspeed at the Wolfe Research quant/macro conference (Wed Oct 14, New York). Unusual Machines at the Maxim Growth Summit (Mon Oct 12, New York).

AI compute is going to orbit. 🚀 @SpaceX’s Starmind AI1 satellite compute payload is powered by NVIDIA Vera Rubin NVL72, bringing AI factory compute closer to the stars. The next chapter of AI infrastructure boldly goes where no AI compute has gone before.

An AI factory's long-term efficiency starts with decisions made before deployment. At the Six Five Summit, @Lenovodc's Wil Wellington explains to @nickpatience how they evaluate site readiness, power, thermals, and rack density up front, and use Neptune warm-water liquid cooling to keep the environment tuned long after go-live. $LNVGY

⚡See AI infrastructure in action at LEAP Riyadh. At DeepFest this year, Supermicro's Static Hardware Showcase puts AI Factory infrastructure in front of you — from @nvidia GB300 NVL72 training and inference systems to RTX PRO™ 6000 Blackwell Server Edition enterprise platforms, edge AI solutions, and AI-optimized storage See what's powering the next wave of AI deployment at DeepFest H5.B50 during LEAP Riyadh 2026. 📍Visit us at DeepFest, H5.B50 Join us: #Supermicro# #NVIDIA# #AI# #LEAP26# #LEAP5#

Agentic AI is here, and it’s redefining infrastructure. We’re expanding the Dell AI Factory with NVIDIA with PowerEdge servers featuring @NVIDIA Vera CPUs, built to scale AI agents from data to decision-making. Read the press release:

Build Your Own AI Agent 🤖🛠️ Join the Reason, Research, and Act: Build an Enterprise AI Agent hands-on lab at Cisco Live Melbourne and learn how to design, deploy, and secure an enterprise AI agent using NVIDIA AI-Q, Nemotron, and RAG on the Cisco Secure AI Factory with NVIDIA. 💻 Runs entirely in Google Colab. Bring your laptop and a Google account. 📅 Mon, Nov 9 | 1:30–2:45 PM 📅 Tue, Nov 10 | 1:30–2:45 PM Seats are limited. Register now and secure your spot: See you at #CiscoLiveAPJC#.