Nvidia’s long-term supply and capacity commitments reached $279 billion as of July 26, 2026, up from $119 billion one quarter earlier. For fiscal Q3 2027, the company expects revenue of $108 billion and a 74% gross margin, while some estimates project revenue of $113 billion to $114 billion. In the preceding quarter, revenue reached $96.22 billion, up 106% year over year, and Data Center revenue totaled $89 billion. The commitments primarily concern memory and test the flexibility of Nvidia’s fabless model, which outsources manufacturing while reserving a growing share of partners’ production.
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