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NVIDIA disclosed a surge in AI demand: total supply commitments soared by 135% to $279 billion, with Anthropic having signed for over $180 billion in hashrate.
NVIDIA's latest disclosed data indicates a continuous expansion in AI infrastructure demand. Notably, AI startup Anthropic has cumulatively contracted 2.6 GW of AI infrastructure hashrate, with delivery extending until 2028, and its total contract value has exceeded $180 billion. Concurrently, NVIDIA's total supply commitments surged from $119 billion last quarter to $279 billion, an increase of over 130%, primarily driven by memory procurement. NVIDIA highlighted that its Neocloud partner in Australia has committed to delivering up to 2 GW of hashrate by 2027, further demonstrating the trend of AI infrastructure demand extending to multiple global markets.
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