# Nvidia Reports $15.6 Billion in Customer Advances in Fiscal 2027

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/29133
Published: 2026-10-09T16:28:59.000Z
Updated: 2026-10-09T16:28:59.000Z
Section: Business

> The amount was added to deferred revenue during the first six months, while receivables and data-center supply commitments also increased.

Nvidia added $15.6 billion in customer advances to deferred revenue during the first six months of fiscal 2027, highlighting the scale of payments tied to its data-center business.

The amount more than doubled from $7.5 billion in the comparable period a year earlier. Nvidia recognized $13.0 billion of the latest advances as revenue, compared with $7.5 billion a year earlier.

Customer advances are payments received before Nvidia delivers related goods or services. They are recorded as deferred revenue and recognized when the company fulfills its contractual obligations, including arrangements involving hardware, software support, licenses and development work.

The $15.6 billion figure represents additions during the six-month period ended July 26, 2026, rather than the balance outstanding at that date. Nvidia’s customer-advance balance within deferred revenue stood at $2.8 billion on July 26, up from $160 million on Jan. 25.

Net accounts receivable rose to $63.059 billion from $38.466 billion over the same period. Five direct customers represented 22%, 14%, 13%, 11% and 10% of the receivables balance, or 70% combined. Some investment-grade customers receive payment terms ranging from 90 days to one year for large data-center purchases.

One direct customer accounted for 16% of second-quarter fiscal 2027 revenue. Nvidia did not identify the customers in either disclosure.

The company also increased its supply and capacity commitments for data-center infrastructure systems, including memory and manufacturing capacity, to $279 billion as of July 26 from $119 billion in the previous quarter.

In August, Nvidia entered guarantees capped at $105 billion to support SB Energy’s land, power and shell buildout for the PORTS-Pike Technology Campus in Ohio. The campus is expected to support approximately 4.25 gigawatts of initial IT load, with an option for about 3.8 gigawatts of additional credit support.

SB Energy will build, own and operate the campus under a 20-year lease involving OpenAI or an OpenAI affiliate. Nvidia said the guarantees become effective as nine data centers enter service, with service expected to begin in fiscal 2029. Its exposure declines as OpenAI makes lease payments.

The guarantees are not described as a direct loan to OpenAI. They cover defined portions of lease and power payments and could require Nvidia to assume long-term lease obligations or make substantial payments if triggered.

Nvidia held $56.6 billion in cash, cash equivalents and marketable debt securities as of July 26 and said it had sufficient liquidity for obligations over at least the next 12 months.

“AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue,” Jensen Huang, Nvidia’s founder and CEO, said in the company’s fiscal second-quarter 2027 results announcement. “And demand is accelerating.”