NVIDIA CORP
For the period ended Aug 26, 2026. Filed Aug 26, 2026.
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Aug 26, 2026 · Filed Aug 26, 2026
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Contents
EX-99.2 · Commitments
Commitments
We continue to make strategic commitments across our supply, infrastructure, and partner ecosystems to capitalize on the substantial growth opportunities ahead of us.
We’ve partnered with our extensive network of suppliers to secure the critical components needed to meet demand for the next several years. Our commitments increased from $119 billion last quarter to $279 billion, primarily related to the procurement of memory.
Our cloud service agreements and data center lease commitments together provide the physical and cloud infrastructure that powers our research and development — from the engineering, product design, and testing of our compute chips, networking products, and systems, to the development of our open models, such as NVIDIA Nemotron™, NVIDIA Cosmos™, and GR00T, and our autonomous vehicle software. Our upcoming data center leases have terms up to twenty years and are expected to commence between the third quarter of fiscal year 2027 and fiscal year 2033.
Our equity investments are focused on AI model makers, infrastructure financiers, and other private companies, subject to certain contingencies.
Future commitments by fiscal year as of July 26, 2026, were as follows:
| Remainder of 2027 | 2028 | 2029 | 2030 | 2031 | 2032 and thereafter | Total | |
|---|---|---|---|---|---|---|---|
| (In billions) | |||||||
| Supply and capacity | $92 | $87 | $88 | $6 | $5 | $1 | $279 |
| Cloud service agreements | 3 | 8 | 7 | 6 | 4 | 1 | 29 |
| Data center leases not commenced | — | 1 | 1 | 2 | 1 | 20 | 25 |
| Equity investments | 18 | 3 | 2 | 2 | — | — | 25 |
| Capital expenditures | 7 | 1 | — | — | — | — | 8 |
| Total | $120 | $100 | $98 | $16 | $10 | $22 | $366 |
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