NVIDIA commitments rise to $279B from $119B
NVIDIA says commitments increased to $279B from $119B Q/Q, tied primarily to memory procurement.
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08:27:13 PM UTC
SquawkNews
Nvidia: Expect To Reassign Data Center Leases To Third Parties Nvidia: Signed Data Center Lease Pacts With Terms Of ~15 Years Compute & Networking Revenue: $88.30B (est $84.69B) AI Clouds, Industrial & Enterprise Revenue: $40.31B Hyperscaler Revenue: $48.71B (est $43.55B) Edge Computing Revenue: $7.20B (est $6.61B) Net Gains From Equity Securities: $7.8B Gross Margins Rose Y/Y, Aided By Blackwell Ultra Sees Q3 Adjusted Gross Margin: 73.5% To 74.5% Sees Q3 Adjusted Operating Expenses: About $9.0B (est $8.97B) Commitments Increased To $279B From $119B Q/Q Says Increase In Commitments Primarily Due To Memory Procurement Says GPUs At Ports-Pike Could Represent $150B To $200B In Revenue Says Infrastructure At Ports-Pike Could Represent ~1.5M GPUs
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