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Nvidia's future commitments of $366 billion significantly exceed their Q2 revenue of $96 billion, suggesting potential overinvestment or market uncertainty in AI infrastructure

Two astonishing $NVDA numbers everyone should ponder: Q2 Revenue: $96 billion Future commitments: $366 billion*
Gary Marcus30 Aug 2026

https://x.com/GaryMarcus/status/2093359844854276481