(late catch, added 2026-08-29) — Nvidia's own memory-supply commitments more than double to $279bn

What happened

Nvidia's Q2 FY2027 10-Q and CFO commentary (both dated to the 08-26 earnings release) disclose total purchase and supply/capacity commitments of $279bn, up from $119bn the prior quarter — split $92bn due in the rest of FY2027, $87bn in FY2028 and $88bn in FY2029 — with the company describing the jump as "primarily related to the procurement of memory." This is the dollar figure behind this thread's 08-22 finding that pricing power inside the chip flow moved upstream to the memory makers: Nvidia is now locking in HBM/DRAM supply years out at a scale roughly 7x SK hynix's entire two-fab, $38.1bn buildout logged here 08-07. ⚠️ Dating note: the figure sat inside Nvidia's own 08-26 filing/call alongside the guarantees and receivables-concentration facts already logged in Nvidia's Order Book's 08-26 entry, but this specific number wasn't picked up in trade coverage until 08-27-29 — the underlying disclosure is 08-26, this map's pickup is 08-29. (SEC EDGAR, NVDA 10-Q, TrendForce)

Sources 2

SEC EDGAR, NVDA 10-Q sec.gov primary source
TrendForce trendforce.com unrated

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