Analyst Edward Ludlow stated that Nvidia’s (NVDA.US) future supply commitments more than doubled in a single quarter—from $119 billion to $279 billion. The reason is clear: Nvidia said this growth mainly relates to securing memory supplies. These are not costs that have already occurred, but rather commitments made to suppliers to lock in the components and production capacity needed to meet artificial intelligence demand in the coming years. Nvidia’s commitment amount for the remainder of this

智通财经2026/08/26 21:31

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