All Material $NBIS quotes from $NVDA GTC Demand for Next Year "We have 1 GW worth of Veras coming next year, and already have significant demand for them." "We're hearing from customers about what they need late in '27, early in '28." Spot Pricing & Auction "We want at least half our capacity to be allocated to today's needs [vs. long-term contracts]." "A couple of hyperscalers asked us about our experiences [with spot pricing]." On Raising Capital "Capital is not a problem it's a task" "We have a pretty healthy balance sheet, we also have been more conservative here." "We are building a real company. Real company is measured by earnings. Healthy business is business that generates cash." "Last week, some of capital sources temporarily closed like asset-backed or debt market. But we are working now with customer advances and through other instruments will probably provide us with enough financing to build 1GW at least" Power "We have more than 5GW+ reserved already" Deployment Speed "DSX POD, for complete NVIDIA Vera Rubin AI factories built by partners inside modular containers, reduce deployment time from six months to as little as 14 days" "What used to take, in the case of Grace Blackwell, two hours to assemble one node [...] Now, Vera Rubin is 100% liquid cooled, and it takes less than five minutes to assemble it." Bottlenecks "GPUs will become the next bottleneck for the market. chips allocation is a concern."

One of the truest quotes by one of the pioneers of daytrading/swingtrading: “Money in a broker’s account or in a bank account is not the same as if you feel it in your own fingers once in a while. Then it means something.” -Jesse Livermore, 1940