Nvidia has ~$100B in purchase commitments; SemiAnalysis reports it trending toward $250B.

Who

Dwarkesh Patel

Topic

Capex

Verification note

Host-asserted from filings plus a third-party forecast. Verify vs latest 10-Q.

Source

Jensen Huang — TPU competition, selling chips to China, & Nvidia's supply chain moat (00:00:00)