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Commercial commitment / Reviewed release

NVIDIA cloud-services commitments — aggregate July 2026

A record of disclosed terms and participants. Each assertion is linked to its supporting evidence.

cloud_service_commitments_disclosedLatest disclosure · 26 Aug 2026

Financial terms

Multiple disclosed amounts

Amounts describe different obligations and are not additive. A commitment is not cash drawn; a commercial contract is not a guarantee. Unstated terms remain unknown.

01

The parties

  • BuyerNVIDIA

Legal entities and vehicles are shown separately. A role does not establish the amount funded or the scope of recourse.

02

Terms, with the evidence

Separate observations, not an additive total. Disclosure dates, observation dates and effective periods retain their original meaning.

Commitment

commercial.commitment

USD 36,000,000,000

purchase-side cloud service commitments under agreements with AI cloud partners; typically six years in duration; as-of date; amount is commitments, not drawn usage; decreases as capacity is used by third-party customers or by us for R&D | Normalization: Aggregate purchase-side commitments with typically six-year tenor; no specific supplier or take-or-pay term inferred. Knowledge date from retained source/accession coverage, not effective date. | Source fact date (role not promoted to effective date): 2026-07-26

Record total — not a per-participant allocation

Disclosed
26 Aug 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
Our commitments, which are typically six years in duration, totaled $36 billion as of July 26, 2026

edgartools-evidence-v2/bundle:120

Commitment

commercial.commitment

USD 5,000,000,000

multi-year cloud service agreement commitments; fiscal year 2030; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$5 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 3,000,000,000

multi-year cloud service agreement commitments; fiscal year 2031; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$3 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 7,000,000,000

multi-year cloud service agreement commitments; fiscal year 2028; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$7 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 2,000,000,000

multi-year cloud service agreement commitments; fiscal year 2032 and thereafter; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$2 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 7,000,000,000

multi-year cloud service agreement commitments; fiscal year 2029; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$7 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 6,000,000,000

multi-year cloud service agreement commitments; remainder of fiscal year 2027; amount to be paid, not cash paid; as-of/reporting date | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
$6 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 30,000,000,000

multi-year cloud service agreement commitments; cloud service providers are unnamed counterparties; may be reduced or terminated; as-of/reporting date; commitment amount, not paid amount | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-04-26

Record total — not a per-participant allocation

Disclosed
20 May 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
Multi-year cloud service agreement commitments as of April 26, 2026, were $30 billion

edgartools-evidence-v2/bundle:69

Commitment

commercial.commitment

USD 27,000,000,000

multi-year cloud service agreement commitments; as-of date is reporting date; $7 billion, $6 billion, $5 billion, $5 billion, $2 billion, and $2 billion are stated payment amounts for fiscal years 2027, 2028, 2029, 2030, 2031, and 2032 and thereafter, respectively; counterparty not named | Normalization: Exact multi-year cloud-service agreement commitment/schedule maps to the existing cloud-services instrument; fiscal-year payment timing remains in the raw qualifier and is not treated as cash already paid or as an effective date. | Source fact date (role not promoted to effective date): 2026-01-25

Record total — not a per-participant allocation

Disclosed
25 Feb 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
Multi-year cloud service agreement commitments as of January 25, 2026, were $27 billion, for which $7 billion, $6 billion, $5 billion, $5 billion, $2 billion, and $2 billion will be paid in fiscal years 2027, 2028, 2029, 2030, 2031, and 2032 and thereafter, respectively.

edgartools-evidence-v2/bundle:283

Economic status

contract.economic_status

cloud_service_commitments_disclosed

cloud infrastructure service commitments; counterparties unnamed; support research and development of open models and autonomous vehicle software; amount undisclosed | Normalization: Offline recovered unreviewed fact; original provider attempt remains failed. Repair 2b022bdff9c28f9d676d70e27d76ba284853d54c254be9833da428b88efbd415; no claim of complete warning recovery. | Source fact date unknown

Disclosed
26 Aug 2026
Observed as of
Not disclosed
Effective from
Not disclosed
Effective to
Not disclosed
SupportsNVIDIA CorporationNot disclosed
Cloud service agreements – These commitments provide the cloud infrastructure to support our research and development of our open models, such as NVIDIA Nemotron, Cosmos, and GR00T, and our autonomous vehicle software.

edgartools-evidence-v2/bundle:76

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Edition
Reviewed release · sec-nvidia-msft-reviewed-20260908
Generated
2026-09-09T08:42:57.056Z
Dataset SHA-256
d4a82ffcabca4fa3b043890406ac837cc2024f9596a61de6d4e6cf14613191bb