3rd Largest Company end of September?NVIDIA
Open$8Kas of
Odds now
The market prices a 2% chance that this market resolves YES, as of .
YES2¢
NO99¢
as of
What moved the odds?
4 AI-matched news signals on this market, newest first. Entry price is the called side when the news hit; the signed return marks it against the live price as of .
NVIDIA $NVDA SUPPLY COMMITMENTS MORE THAN DOUBLE TO $279B, MOSTLY MEMORY • • The CFO commentary carries several items the headline numbers left out. • • Supply and capacity commitments rose from $119B last quarter to $279B, primarily for memory procurement. Total future commitments across supply, cloud agreements, data center leases, equity investments and capex reach $366B, with $120B falling in the remainder of fiscal 2027. • • Nvidia also disclosed $105B in guarantees tied to SB Energy's PORTS-Pike campus in Ohio, securing roughly 4.25 gigawatts that will exclusively host Nvidia infrastructure under 20-year leases to OpenAI. The company says each generation deployed there could represent about 1.5 million GPUs, or $150B to $200B in Nvidia revenue, with an option to support roughly 3.8 additional gigawatts. Total guarantee exposure is $108.5B. • • On China: Data Center Hopper shipments to China were less than 1% of data center revenue in the quarter, and the Q3 outlook again assumes zero data center compute revenue from China. • • Other details: • - Q3 gross margin guided to 74.0% plus or minus 50 bps, down from 75.0% • - Days sales outstanding rose to 60 from 45, on extended payment terms with certain investment-grade customers • - Inventory up to $31.6B from $25.8B ahead of the Vera Rubin introduction in Q3 • - Free cash flow $21.3B, down from $48.6B last quarter • - Net gains from equity securities were $7.8B, which is why GAAP EPS of $2.46 exceeds the $2.22 adjusted figure • - Issued $25.0B of senior unsecured notes in the quarter • - Returned nearly $26.0B to shareholders • • Segment detail: Hyperscale $48.7B, +102%. AI Clouds, Industrial and Enterprise $40.3B, +138%. Edge Computing $7.2B, +27%.
Nvidia tops earnings estimates, guides to $108 billion in revenue next quarter. • The tech bellwether reported fiscal second-quarter results after the bell on Wednesday.
Nvidia is now almost $1 Trillion larger than every other public company • • Nvidia's $NVDA market cap has increased by more than $100 Billion so far in today's early trading
Two major reasons fueled NVIDIA's stock price surge 11% this week! Further significant positive news may emerge at the end of the month.
Where does the news lean?
5YES1NO4neutraltrailing 24h
Average match confidence across the listed signals: 93%.
What would make this resolve YES?
This market will resolve to the third-largest company in the world by market cap on September 30, 2026, as of market close.
The resolution source for this market will be a consensus of credible reporting.
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