Nvidia has secured $279 billion in supply commitments across three fiscal years to lock in access to high-bandwidth memory, manufacturing capacity, and critical components. The chipmaker reported quarterly revenue of $96.2 billion, with data center revenue reaching $89 billion, a 106% year-over-year increase. Hyperscalers still account for 55% of data center revenue, but the ACIE segment (AI cloud and enterprise) reached $40.3 billion with 138% year-over-year growth, demonstrating successful diversification. Nvidia has also partnered with six financial institutions to channel over $500 billion in third-party capital toward AI data center projects, while committing up to $105 billion in guarantees supporting the development of an OpenAI-related campus in Ohio.
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