Nvidia says its commitments to component suppliers for its AI chips and systems hit 279B in Q2, up from 119B in Q1, 95.2B in Q4 2025, and 50.3B in Q3 2025 (Asa Fitch/Wall Street Journal)

Asa Fitch / Wall Street Journal: Nvidia says its commitments to component suppliers for its AI chips and systems hit 279B in Q2, up from 119B in Q1, 95.2B in Q4 2025, and 50.3B in Q3 2025 — The AI chip leader is using its financial muscle to win the supply battle, but it comes with downsides

Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (Anissa Gardizy/Wall Street Journal)
Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (Wall Street Journal)
OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (Anissa Gardizy/Wall Street Journal)
Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

Source: Techmeme | 2026-08-27

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