# Nvidia Posts $89 Billion in Data-Center Revenue Amid AI Financing Risk

By John Kim

Canonical URL: https://www.tokenpost.com/news/business/29529
Published: 2026-10-10T12:42:00.000Z
Updated: 2026-10-10T12:42:00.000Z
Section: Business

> Nvidia disclosed $279 billion in supply commitments and $33.4 billion in net debt, while Oracle raised $43 billion in debt financing and Broadcom held $57.2 billion in long-term debt.

Nvidia’s strong data-center revenue is accelerating alongside larger infrastructure commitments, while Oracle and Broadcom are carrying significant financing exposure as artificial intelligence construction expands.

Nvidia posted $96.2 billion in revenue for the quarter ended July 26, 2026, including $89 billion from data-center operations. The company’s net debt carrying value was $33.4 billion, with $1 billion due within one year, and it had no commercial paper outstanding.

Nvidia’s supply and capacity commitments climbed to $279 billion from $119 billion in the previous quarter. The company also disclosed maximum gross exposure of $3.5 billion through guarantees tied to land, power and data-center shells for selected AI-cloud partners.

Separate guarantees for SB Energy’s Ohio data-center project were capped at $105 billion. Those guarantees are subject to conditions, and the exposure declines as OpenAI makes lease payments.

Nvidia cautioned that less-capitalized companies may face constrained access to capital. These financing pressures may slow infrastructure rollouts or limit future AI-computing deployments.

Oracle’s financing profile reflects a heavier reliance on new capital. The company raised $43 billion in debt financing and $5 billion in equity financing during fiscal 2026. It expects to raise about $40 billion through debt and equity financing in fiscal 2027.

Broadcom held $57.2 billion in long-term debt and $2.3 billion in short-term debt as of Aug. 2, 2026. The company generated $29.6 billion in quarterly revenue and $13.7 billion in free cash flow, and it announced a June 2026 offer to purchase up to $2.5 billion of its outstanding notes.

The figures show different exposures to the AI infrastructure cycle. Nvidia supplies computing hardware to AI developers and cloud providers, while Oracle and Broadcom are expanding their roles in the infrastructure buildout. Strong demand does not eliminate the risk that less-capitalized customers and partners may face financing constraints.

The disclosed figures establish each company’s revenue, debt or financing commitments, but they do not establish comparative credit-default-swap spreads or share-price performance. Those market measures are separate from the companies’ reported operating and financing results.