v3.26.1
Commitments and Contingencies (Tables)
 6 Months Ended
Jul. 26, 2026
Commitments and Contingencies Disclosure [Abstract]  
Schedule of Other Commitments
Future commitments by fiscal year as of July 26, 2026, were as follows:
Remainder of 202720282029203020312032 and thereafterTotal
(In billions)
Supply and capacity$92 $87 $88 $6 $5 $1 $279 
Cloud service agreements3 8 7 6 4 1 29 
Data center leases not commenced— 1 1 2 1 20 25 
Equity investments18 3 2 2 — — 25 
Capital expenditures7 1 — — — — 8 
Total$120 $100 $98 $16 $10 $22 $366 
Future commitments by fiscal year as of July 26, 2026, were as follows:
Remainder of 202720282029203020312032 and thereafterTotal
(In billions)
AI cloud agreements$— $6 $8 $7 $6 $9 $36 
Data center leases not commenced for third party— — 1 1 1 17 20 
Total$— $6 $9 $8 $7 $26 $56 
Schedule of Product Warranty Activity
The estimated product returns and product warranty activity consisted of the following:
Three Months EndedSix Months Ended
Jul 26, 2026Jul 27, 2025Jul 26, 2026Jul 27, 2025
(In millions)
Balance at beginning of period$2,948 $2,080 $2,807 $1,290 
Additions391 220 720 1,090 
Utilization(401)(156)(589)(236)
Balance at end of period$2,938 $2,144 $2,938 $2,144 
Schedule of Maximum Gross Exposure Related to Guarantees
The following table summarizes the maximum gross exposure related to our guarantees, including the SB Energy Corp. guarantees signed in August 2026 (in billions):
Land, power, and shell guarantees for AI clouds$3.5 
SB Energy Corp. guarantees
105.0 
Total$108.5