NVIDIA's supply commitments jumped $119B to $279B in a quarter — but post-Jensen negotiation risk looms

tengyanAI · x · 2026-11-14

The author argues Jensen Huang's pull mattered most when HBM was still a bet SK hynix and Samsung had to be talked into; that era is over, and NVIDIA locked in supply before his departure.
Key figure: NVIDIA's purchase commitments jumped from $119B to $279B in a single quarter, mostly memory.
The real risk isn't suppliers deprioritizing NVIDIA tomorrow — they won't — but that the next round of negotiations happens without Jensen, while memory makers now hold more leverage. The quoted post also flags potential impact on SK hynix's relationship with NVIDIA.

More from Companies & People