Nvidia's supply commitments jump from $119B to $279B in one quarter, locking up 2027-28 memory
tengyanAI · x · 2026-11-11
Per data cited by Tessara, Nvidia's supply commitments (money promised to suppliers) jumped from $119B to $279B in a single quarter, mostly memory — Nvidia is locking up 2027-28 memory supply now. The thread also flags what to watch at the Nov 17 earnings: purchase obligations in recent 10-Qs, changes to the supply-bound growth figure, and China data center revenue excluded from guidance due to supply.
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