NVIDIA disclosed $119 billion of manufacturing, supply, and capacity commitments at April 26, 2026.
Caveat. Keep separate from cloud, investment, and other vendor commitments.
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The tracker is fixed seed data dated 2026-07-12 UTC. It is not live, and company definitions and period ends differ.
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| Company | Commitments | Near-term due | Annual CapEx | Intensity | Sources |
|---|---|---|---|---|---|
| NVIDIAFabless designer and systems platformReported inputs + inferred ratio | $119B2026-04-26 | $95BPayable during remainder of fiscal 2027 | $6.042BFY2026 purchases of property, equipment and intangibles | 55.1%Stock ÷ annual revenue | S01 · S02Grade A reported inputs · inferred intensity · verified 2026-07-12 |
| AMDFabless designerReported inputs + inferred ratio | $12.166B2025-12-27 | $8.5BDue in fiscal 2026 | $1BFY2025 approximate purchases of PP&E | 35.1%Stock ÷ annual revenue | S05Grade A reported inputs · inferred intensity · verified 2026-07-12 |
| QualcommFabless designerReported inputs + inferred ratio | $15.1B2025-09-28 | $10.5BDue within 12 months | $1.2BFY2025 approximate CapEx | 34.1%Stock ÷ annual revenue | S07Grade A reported inputs · inferred intensity · verified 2026-07-12 |
Definition. Commitment intensity is the ending disclosed manufacturing or purchase commitment balance divided by latest annual revenue shown. Company categories differ.
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NVIDIA
Commitments $119B119
Annual CapEx $6.042B6.042
AMD
Commitments $12.166B12.166
Annual CapEx $1B1
Qualcomm
Commitments $15.1B15.1
Annual CapEx $1.2B1.2
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Of NVIDIA’s $119 billion manufacturing, supply, and capacity commitments, $95 billion was payable during the remainder of fiscal 2027.
Caveat. Use the filing’s fiscal-period wording.
Open source
NVIDIA reported $10.383 billion of PP&E at January 25, 2026.
Caveat. Period differs by one quarter from the $119B commitment balance.
Open source
NVIDIA spent about $6.042 billion on property, equipment, and intangible assets in fiscal 2026.
Caveat. Label the exact cash-flow line rather than implying all spending was fab-related.
Open source
AMD disclosed approximately $12.166 billion of unconditional commitments at December 27, 2025.
Caveat. Commitments include wafers/substrates and non-manufacturing items.
Open source
AMD disclosed that $8.5 billion of its unconditional commitments was due in fiscal 2026.
Caveat. Use fiscal wording.
Open source
Qualcomm disclosed $15.1 billion of purchase obligations at September 28, 2025, primarily with integrated-circuit suppliers and including multi-year capacity commitments.
Caveat. Follow filing definition.
Open source
Qualcomm disclosed $10.5 billion of purchase obligations due within the following twelve months.
Caveat. Point-in-time schedule.
Open source
Qualcomm disclosed $1.9 billion of advance payments under multi-year capacity purchase commitments in fiscal 2025.
Caveat. Down from $3.0B in fiscal 2024.