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Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025

and what it means for enterprise IT buyersTobias Burns /CNBC:Nvidia's blowout earnings contained some red flagsJim Osman /Forbes:Nvidia Stock Blowout Earnings Reveal A $279 Billion Bet On AIAdam Clark /Barron's Online:Why Micron Stock Is Getting a Boost From Nvidia's Memory Price WarningNvidia Newsroom:Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B

Wall Street Journal Asa Fitch

Discussion

  • @benbajarin Ben Bajarin on x
    Per $NVDA stating their revenue would be much higher if they were not supply constrained, we continue to believe semi demand is running 115-120% above capacity. If we had endless GW demand would be much higher.