Eric Jhonsa(@EricJhonsa):$NVDA sharing a bunch of details about its purchase commitments and guarantees in its CFO commentary. Among them: Supply/capacity commitments rose by $160B Q/Q to $279B, "primarily" due to memory.

Eric Jhonsa

@EricJhonsa

PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.

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Eric Jhonsa@EricJhonsa

2026.08.26 20:29

$NVDA sharing a bunch of details about its purchase commitments and guarantees in its CFO commentary. Among them: Supply/capacity commitments rose by $160B Q/Q to $279B, "primarily" due to memory.