---
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id: "5aba38bed5e236193eac6f879ceb1b9095b87a3ed0ecc616f1a3d86a31b9e96b"
canonical_url: "https://aidr.today/5aba38be?lang=en"
title: "Nvidia Boosts Component Commitments to $279B as Memory Shortage Extends to FY28"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
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published_at: "2026-08-26T23:50:06.000Z"
category: "Industry"
topics: ["nvidia","chips","funding"]
source_urls: ["https://huggingnews.com/earnings/nvidia-boosts-component-commitments-to-279b-as-memory-shortage-extends-t-134ff46a","https://x.com/tradfi/status/2092725315563106340","https://x.com/TheTranscript_/status/2092726847851143294","https://x.com/wallstengine/status/2092725943261700528","https://x.com/StockMKTNewz/status/2092710329277091987","https://x.com/FirstSquawk/status/2092714997046751554"]
summary: "Chief Financial Officer Colette Kress warned that extreme pricing for memory components will pressure profit margins through the end of the calendar year. Nvidia increased its supplier commitments to $279 billion from $119 billion last quarter to secure critical components after the magnitude of price increases exceeded prior expectations. GAAP and non-GAAP gross margins are 74% plus or minus 50 basis points for the third quarter and will bottom in the 71% to 72% range in the fourth quarter. Supply will remain a bottleneck through at least the end of fiscal year 2028, with margins settling between 72% and 73% as price increases take effect in the first quarter. The company is currently facing supply constraints but will ship both Blackwell and Rubin systems in the future. Kress attributed current memory scarcity to the AI buildout, describing the tighter supply as a symptom of the demand surge fueling Nvidia's growth."
---

# Nvidia Boosts Component Commitments to $279B as Memory Shortage Extends to FY28

> [Open the canonical story](<https://aidr.today/5aba38be?lang=en>)

**Published:** 2026-08-26T23:50:06.000Z
**Category:** Industry
**Topics:** nvidia, chips, funding

## Summary

Chief Financial Officer Colette Kress warned that extreme pricing for memory components will pressure profit margins through the end of the calendar year\. Nvidia increased its supplier commitments to $279 billion from $119 billion last quarter to secure critical components after the magnitude of price increases exceeded prior expectations\. GAAP and non\-GAAP gross margins are 74% plus or minus 50 basis points for the third quarter and will bottom in the 71% to 72% range in the fourth quarter\. Supply will remain a bottleneck through at least the end of fiscal year 2028, with margins settling between 72% and 73% as price increases take effect in the first quarter\. The company is currently facing supply constraints but will ship both Blackwell and Rubin systems in the future\. Kress attributed current memory scarcity to the AI buildout, describing the tighter supply as a symptom of the demand surge fueling Nvidia's growth\.

## Sources

- [Story source](<https://huggingnews.com/earnings/nvidia-boosts-component-commitments-to-279b-as-memory-shortage-extends-t-134ff46a>)
- [Story source](<https://x.com/tradfi/status/2092725315563106340>)
- [Story source](<https://x.com/TheTranscript_/status/2092726847851143294>)
- [Supporting source](<https://x.com/wallstengine/status/2092725943261700528>)
- [Supporting source](<https://x.com/StockMKTNewz/status/2092710329277091987>)
- [Supporting source](<https://x.com/FirstSquawk/status/2092714997046751554>)