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Nvidia's Q3 FY2027 preview reveals $279 billion long‑term supply commitments
Nvidia's latest 10‑Q shows its long‑term supply and capacity agreements total $279 billion as of July 26 2026, up from $119 billion a quarter earlier. The chipmaker expects fiscal Q3 FY27 revenue of $108 billion, plus or minus 2%, with a gross margin guidance of 74 % ± 50 bps. The earnings release is slated for November 17‑18 2026. Data‑center demand and the upcoming Vera Rubin platform are cited as key drivers, while the massive memory‑related commitments raise questions about cash‑flow flexibility.