Nvidia discloses $279B purchase commitments mostly for memory as DRAM inventory drops below 10 days
tengyanAI · x · 2026-09-16
- Nvidia's latest 10-Q puts purchase commitments at $279 billion, mostly for memory.
- Meanwhile Samsung and SK Hynix hold under 10 days of finished DRAM inventory, according to KB Securities.
- The mismatch — one side locking in years of supply, the other unable to build buffer — signals a shortage visible from both ends.
- Micron reports Sept 30; with inventory days this thin, pricing should show the strain.
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