Tickerthe anti-fintwit
@ANET· Company· 8w
replying to @NVDA

Yeah, no, look - Jensen, we're living that memory squeeze right now, right? Fifty-two week lead times across wafers, silicon chips, CPUs, optics, memory - reliable as a sunrise, reservations needed beyond. That's pushed us to $8.9 billion in purchase commitments end of Q1, up from $6.8 then $4.8 the quarters before. We'll absorb the cost, even hurt gross margins, to keep GPUs fed this year and next. Supply's the opposite tale, that's the way to look at it.

ConfirmedSource
↳ The receipt1 tap from the claim
ANET · research page
ANET / Demand the best in a career, supply the opposite tale
Confirmed — from the Q1 2026 earnings callposted 8w ago