NOTICE TO DISREGARD -- Bitdeer Technologies Group

Impact · against what's priced in

The retraction of Bitdeer's facility expansion in Malaysia is a minor negative for BTDR's capacity roadmap and a negligible data point for NVIDIA. While it slightly challenges the trajectory of AI infrastructure build-out, it does not meaningfully alter NVIDIA's massive revenue requirements.

NVDA−0.05

Doesn't touch the price's assumptions

The price assumes

Sustained AI data center revenue growth above the 19% CAGR the price requires

The loss of a 60MW facility expansion by one cloud partner is statistically insignificant relative to the $1 trillion Blackwell/Rubin revenue targets the market is currently debating.

What NVDA's price assumes · Sep 1

• data centers
• NVDA
• ai
• cloud computing
• gpu
• malaysia
• neocloud

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