Nvidia Q2 revenue hits $30B, future commitments skyrocket to $366B
GaryMarcus · x · 2026-08-28
Gary Marcus highlights two astonishing figures from Nvidia's financials:
- Q2 Revenue: $30 billion.
- Future Commitments: A staggering $366 billion, indicating massive locked-in demand for compute capacity. The breakdown includes:
- Supply and capacity commitments: $279 billion (up from $119 billion last quarter).
- Cloud service agreements: $29 billion.
- Data center leases: $25 billion.
- Equity investments: $25 billion.
- Capex commitments: $8 billion.
This surge in commitments underscores the ongoing frenzy in AI infrastructure investment.
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