Market Pulse · Capital & Balance Sheet

Commitments & obligations

Every S&P 500 company that raised Commitments & obligations in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.

2 companies · 2 events · 1 negative · 1 no estimate (counted in companies, so the parts add up)

Companies raising Commitments & obligations

• NVDA — OpenAI Data Center GuaranteeImportance 84 · Surprise 74
  NVIDIA CORP · News · 2026-08-14
  NVIDIA has reportedly downsized its proposed $250 billion guarantee for an OpenAI data center project. Under revised terms, NVIDIA would initially backstop only half of the project’s 10-gigawatt capacity. The change…
• GOOG — Purchase Commitments and ObligationsImportance 64 · Surprise 42
  Alphabet Inc. · News · 2026-08-17
  Alphabet reportedly disclosed approximately $811 billion of off-balance-sheet purchase commitments, largely related to data-center technology and energy contracts. The commitments represent a substantial expansion of…

Other Capital & Balance Sheet themes

• Capex
• Buybacks & dividends
• Debt & leverage
• Liquidity
• Investments
• Cash flow
• Equity & dilution
• Tax