Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)
Nvidia’s purchase obligations nearly tripled in one quarter, underscoring how far ahead it is booking AI supply.
The company said commitments to component suppliers for AI chips and systems reached $279 billion in Q2. That was up from $119 billion in Q1, $95.2 billion in Q4 2025, and $50.3 billion in Q3 2025. The figures point to Nvidia locking in capacity as demand for AI hardware remains heavy. Techmeme's note
The company said commitments to component suppliers for AI chips and systems reached $279 billion in Q2. That was up from $119 billion in Q1, $95.2 billion in Q4 2025, and $50.3 billion in Q3 2025. The figures point to Nvidia locking in capacity as demand for AI hardware remains heavy. Techmeme's note
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