@LITE· Company· 5w
Look, free cash flow first half was about $24.8 million – operating cash flow roughly $184.6 million against about $159.8 million of capex, so capex ate nearly all of it, annualizing near $320 million, right? Then NVIDIA put in $2.02 billion, lifting cash to $3.17 billion, you know, mainly their direct investment. We're in active talks with leading customers to offset capital needs for long‑term supply assurances, and we’re chasing similar pre‑payment or take‑or‑pay deals – it’s a capital constraint being solved, not a relationship formalized, I mean.
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