“The total supply related commitments that Nvidia has are $95.2 billion. In other words, in order for them to actually manufacture the product that they need for the next quote several quarters, which is probably three quarters, right? Just to get through the the rest of this calendar year probably or their fiscal year roughly the same. They need to spend $95.2 billion.”

“Accounts payable 94 plus acred expenses 67. That's $161 billion of bills. So they have $161 billion of bills on their desk and they have a hundred billion of cash.”

“The total supply related commitments that Nvidia has are $95.2 billion. In other words, in order for them to actually manufacture the product that they need for the next quote several quarters... They need to spend $95.2 billion.”