NVDA · 10-Q · 2026Q3 · Full report

Supply Chain Constraints

NVIDIA CORP · 2026-08-26 · Importance 89 · Surprise 82

NVIDIA is experiencing supply constraints as it transitions to shipping both Blackwell and Rubin systems. The scale and complexity of producing data center systems may cause production delays, challenges in balancing supply and demand, quality issues, inventory provisions, lower yields, higher material costs, and increased warranty costs. Supply and capacity commitments increased from $119 billion in the prior quarter to $279 billion as of July 26, 2026, as NVIDIA sought to secure inventory and manufacturing capacity for future demand. The company continues to expand its supplier base and enter manufacturing and supply agreements for current and future products.

Key facts

• NVIDIA is currently experiencing certain supply constraints while shipping both Blackwell and Rubin systems. source
• NVIDIA's global supply chain for networking products, including Israel operations with approximately 6,200 employees, has not been significantly impacted by the conflict in the Middle East as of the filing. source