Nvidia has reported long-term supply and capacity commitments reaching $279 billion as of July 26, 2026. This figure represents a significant increase from the $119 billion recorded in the previous quarter.
The company expects to release its fiscal third-quarter 2027 results between November 17 and 18, 2026. Nvidia has provided a revenue guidance of $108 billion for the quarter, with a potential variance of 2%.
Market projections suggest that revenue could reach between $113 billion and $114 billion. In the second quarter of fiscal year 2027, the company reported revenue of $96.22 billion, marking a 106% year-over-year increase.
The $279 billion in commitments primarily covers memory components. These obligations are intended to secure supply and production capacity for the company's fabless manufacturing model.
Analysts are monitoring whether Nvidia can maintain gross margins near 74% while managing these increased financial obligations. The contribution of the Vera Rubin platform remains a key factor for the upcoming results.
