Analyst Edward Ludlow stated that Nvidia’s (NVDA.US) future supply commitments more than doubled in a single quarter—from $119 billion to $279 billion. The reason is clear: Nvidia said this growth mainly relates to securing memory supplies. These are not costs that have already occurred, but rather commitments made to suppliers to lock in the components and production capacity needed to meet artificial intelligence demand in the coming years. Nvidia’s commitment amount for the remainder of this
Analyst Edward Ludlow stated that Nvidia’s (NVDA.US) future supply commitments more than doubled in a single quarter—from $119 billion to $279 billion. The reason is clear: Nvidia said this growth mainly relates to securing memory supplies. These are not costs that have already occurred, but rather commitments made to suppliers to lock in the components and production capacity needed to meet artificial intelligence demand in the coming years. Nvidia’s commitment amount for the remainder of this
智通财经2026/08/26 21:31Show original
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Analyst Edward Ludlow stated that NVIDIA's (NVDA.US) future supply commitments have more than doubled in a single quarter—from $119 billion to $279 billion. The reason is clear: NVIDIA indicated that this growth is mainly related to securing memory supply. These are not costs already incurred, but commitments made to suppliers to secure the components and capacity needed to meet artificial intelligence demand in the coming years. NVIDIA's commitment amount for the remainder of this fiscal year is $92 billion, $87 billion for fiscal year 2028, and $88 billion for fiscal year 2029.
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