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.
More from Infra
- Samsung chairman visits Yokohama advanced packaging lab, pledging ¥40B investment over five years — pstAsiatech · 2026-11-02
- Sam Altman meets Samsung executives in Korea to deepen memory chip and AI infrastructure cooperation — pstAsiatech · 2026-11-02
- Simulating 200,000 months: can your home AI rig pay rent at 2026 GPU prices? — LeviTurk · 2026-11-02
- Indian AI infra firm AM Intelligence seeks up to $3B to buy Nvidia's next-gen chips — pstAsiatech · 2026-11-02
- China's CXMT posts sevenfold surge in quarterly revenue amid AI memory boom — pstAsiatech · 2026-11-02
- Tailscale called a 'single point of failure' for startups as acquisition chatter splits devs — TheZachMueller · 2026-11-02