NVIDIA locks down over a third of 2027 HBM supply
NVIDIA has locked in supply deals worth $279 billion, with Morgan Stanley estimating it will control 37.3% of all high-bandwidth memory (HBM) production in 2027. Alphabet and AMD are the next largest buyers. This move is sending ripple effects: memory prices are squeezing NVIDIA’s margins, DDR5 is getting pricier for everyone else, and PC makers warn hardware costs could keep climbing through 2027.
- NVIDIA supply commitments up to $279 billion
- Controls 37% of 2027 global HBM capacity
- Gross margin pressured by surging memory costs
- DDR5 prices up nearly 500% over a year
- PC prices could jump 5–20% more this quarter
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