As September 10 approaches, Wall Street has fixed its gaze on a single Nvidia event with the kind of collective attention that marks genuine inflection points in market history. Analysts across multiple research firms have begun raising price targets in anticipation, distinguishing Nvidia from the speculative fog surrounding artificial intelligence by pointing to something rarer: a company that sells the infrastructure everyone else must buy. In a sector where narrative often outruns reality, the question being asked is whether this moment will confirm that Nvidia occupies a different category