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Dive Brief

The company increased its supply commitments in Q2 by $160 billion compared with the previous quarter, but it still faces a sourcing bottleneck.

Published Aug. 31, 2026

An exterior view of Nvidia headquarters in Santa Clara, California. Nvidia’s supply-demand gap is expected to remain a bottleneck at least through the fiscal year ending in early 2028, EVP and CFO Colette Kress said.