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Nvidia Raises $279B Supply Commitments and China-Excluding Outlook

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Nvidia’s outlook is supply-constrained: severe memory shortages are limiting output and squeezing margins, with server DRAM prices projected to jump another 260% in 2026. Supply commitments more than doubled to $279B in a quarter, largely for memory procurement. The forecast excludes China data center revenue and includes equity investment gains alongside AI-driven demand.

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