RamTrend

AI Memory · Sep 2, 2026

Nvidia's Memory Purchase Commitments Climb With AI Demand

The chip designer has committed up to $160 billion for memory as quarterly revenue passes $96 billion, underscoring the scale of future AI-system demand.

Price impact: 8Direction: upSource: Tom's Hardware

Nvidia reported fiscal second-quarter 2027 revenue of $96.2 billion, according to Tom's Hardware, while committing up to $160 billion to future memory purchases. The report places total commitments at $279 billion ahead of expected demand growth. Such long-term procurement can tighten access to HBM and related memory capacity by reserving supply well before systems ship.

NvidiaSK hynixHBMDRAMAI accelerators
Original sourceBack to news archive