NVDA · 10-Q · 2026Q3 · Full report

Supply Chain Commitments

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

NVIDIA increased supply and capacity commitments from $119 billion in the prior quarter to $279 billion as of July 26, 2026, covering current and future products. The commitments support simultaneous Blackwell and Vera Rubin system production, which is subject to supply constraints and potential production delays. Management expects demand uncertainty, infrastructure availability, and technology adoption rates to create revenue volatility, inventory provisions, higher material costs, and warranty costs. NVIDIA is also expanding its supplier base and entering manufacturing and supply agreements to secure capacity for the next several years.

Key facts

• NVIDIA has entered into significant commitments and may continue to enter into manufacturing and supply agreements to secure inventory and capacity to meet demand for the next several years. source