Claim LD11-HQ-C21 (v1.0)
NVIDIA disclosed US$279B in supply and capacity commitments as of 26 July 2026, primarily for memory and manufacturing facilities.
Provenance and status
- Claim type
- FACT (as printed: “FACT”)
- Publication status
- ELIGIBLE (as printed: “ELIGIBLE”)
- Verification state
- CONTENT_VERIFIED_PRIMARY (as printed: “CONTENT VERIFIED”; verified by: UNKNOWN)
- Does not license
- Exact buyer-level exclusion, CoWoS allocation share or legal market power
- Source (field 6, as printed)
- NVIDIA Form 10-Q, quarter ended 26 Jul 2026
- Source type (field 7)
- VENDOR_PRIMARY (as printed: “SEC filing / vendor primary”)
- Institutional position
- Public company filing
- Maturity (claim evidence / publication maturity)
- RAPIDLY_MATURING (as printed: “RAPIDLY MATURING”)
- Recorded date
- 2026-09-25
- Currentness / correction
- This is the current version. No correction or concern relation is recorded on its Sources.
Version
Pinned version v1.0 (entry LD11-HQ-C21--v1.0) — this page never floats to newer evidence.
This pinned version is also the current version.
Pinned Sources (field 6, version-specific)
- “NVIDIA Form 10-Q, quarter ended 26 Jul 2026” → SRC-LD11-NVIDIA-10Q-2026-07-26--v1.0 — NVIDIA Form 10-Q, quarter ended 26 Jul 2026; class VENDOR_PRIMARY (explicit public provenance pin)
Read the originals
- SRC-LD11-NVIDIA-10Q-2026-07-26: open the original
All 25 canonical Claim fields (raw values and normalized values)
| # | Canonical field | Canonical value (verbatim) | Normalized (Claim Value Vocabulary v1.0.2) |
|---|---|---|---|
| 1 | CLAIM ID | LD11-HQ-C21 | — |
| 2 | PUBLIC-FACING CLAIM | NVIDIA disclosed US$279B in supply and capacity commitments as of 26 July 2026, primarily for memory and manufacturing facilities. | — |
| 3 | CLAIM TYPE | FACT | base_types: FACT |
| 4 | RESEARCH STRAND | A/D — Supply bottlenecks and capital commitments | — |
| 5 | MATURITY | RAPIDLY MATURING | states: RAPIDLY_MATURING |
| 6 | SOURCE | NVIDIA Form 10-Q, quarter ended 26 Jul 2026 | source_ids: SRC-LD11-NVIDIA-10Q-2026-07-26 |
| 7 | SOURCE TYPE | SEC filing / vendor primary | classes: VENDOR_PRIMARY |
| 8 | INSTITUTIONAL POSITION | Public company filing | — |
| 9 | SCOPE | NVIDIA supply/capacity commitments; global supply chain; Jul 2026 | — |
| 10 | DESIGN | Financial disclosure | — |
| 11 | SAMPLE / DATASET | Contractual commitments | — |
| 12 | MODEL / TOOL / VERSION | n.a. | — |
| 13 | COMPARATOR | US$119B prior quarter | — |
| 14 | MAIN RESULT | Commitments rose to US$279B and were described as primarily memory and manufacturing facilities | — |
| 15 | INFERENTIAL TARGET | Scale and duration of reservation/capacity commitments | — |
| 16 | DOES NOT LICENSE | Exact buyer-level exclusion, CoWoS allocation share or legal market power | — |
| 17 | VERIFICATION STATE | CONTENT VERIFIED | state: CONTENT_VERIFIED_PRIMARY · verified_by: UNKNOWN |
| 18 | LIMITATIONS | Company-specific; commitment ≠ delivered capacity | — |
| 19 | CONTRADICTORY / SUPPORTING SOURCES | Consistent with bottleneck/reservation mechanism but not exact allocation to rivals | — |
| 20 | GEOGRAPHY / LANGUAGE | US / global / English | — |
| 21 | DISTRIBUTIONAL LEDGER | Large incumbents can pre-commit supply at scales unavailable to many entrants | — |
| 22 | R01 / FIELD-MAP LINKS | D1, LD-11 | — |
| 23 | WHAT WOULD CHANGE THIS CLAIM? | Material cancellation/revision or supplier-level allocation data | — |
| 24 | PUBLICATION STATUS | ELIGIBLE | state: ELIGIBLE |
| 25 | RECORDED DATE | 2026-09-25 | — |
Field 22 references resolved against Field Map v0.2: D1 (DOMAIN); LD-11 (LIVING_DEBATE)
Cited by Living Debate versions
Research-of-record provenance
Materialized by sociolens-materializer 0.6.0 at 2026-09-28T20:00:00.000Z; normalization contract SocioLens — Claim Value Vocabulary v1.0.2 — Pre-Spike Materialization Contract (v1.0.2). Content seal SHA-256 28688b20bae383026af62629e18dec5273d5d70dfa7845154f23e23e46ef18a1.
Frozen Drive-derived inputs
- R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED (v1.0) — Drive ID
1Ff_IzUBMpax35rKovu0vxXr1WTtpfCDP; revision: NOT_EXPOSED_BY_DRIVE_TEXT_EXPORT; Drive modified ; block “ENTRY 21 — LD11-HQ-C21 ” SHA-256481089f3aec393cf71157d3763dca83ddfc9fd1ace36e8196ccbe9513bd22e7c; SocioLens — Programme Status & Authority Register v0.6 status “CURRENT.”; frozen fixturefixtures/frozen/r06-ld11-claim-ledger-v1.0.
Builder decisions (not Drive data)
- VERSION = v1.0 — basis: Claim version taken from the canonical ledger artifact version (R06 — LD-11 Canonical Claim Ledger v1.0); Implementation Architecture Selection §5
- CURRENT_POINTER = true — basis: SocioLens — Programme Status & Authority Register v0.6 status for "R06 — LD-11 Canonical Claim Ledger v1.0 — LOCKED": "CURRENT."
- FIELD_6_SOURCE_REFERENCE = SRC-LD11-NVIDIA-10Q-2026-07-26--v1.0 — basis: field 6 of ENTRY 21 — LD11-HQ-C21 cites "NVIDIA Form 10-Q, quarter ended 26 Jul 2026"; the frozen field-6 segment of this ClaimVersion's ledger block; Drive-derived identity authority (Issue #41 Source inventory): HQ-Q7; Batch 01 §6; ledger C21 fields 6/7/8; KEY EVIDENCE.
- SOURCE_PROVENANCE_PIN = SRC-LD11-NVIDIA-10Q-2026-07-26--v1.0 — basis: Issue #5 proof rendering (Architecture Proof Protocol v0.1 AP-08 / Amendment v1.2 §6): explicit version-pinned public provenance of this ClaimVersion — the pinned field-6 Source record "NVIDIA Form 10-Q, quarter ended 26 Jul 2026"; Drive-derived identity authority (Issue #41 Source inventory): HQ-Q7; Batch 01 §6; ledger C21 fields 6/7/8; KEY EVIDENCE.