### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing; investment framing is management's own
Look, free cash flow first half — about twenty-four point eight million, operating cash flow a hundred eighty-four point six against roughly a hundred fifty-nine point eight of capex, so capex consumed nearly all of it, right? Annualizing near three twenty, you know, it's a jigsaw puzzle keeping us awake. NVIDIA's two billion equity, cash to three seventeen, offsets capital needs for long-term supply assurance. Pursuing similar — prepayment, take-or-pay — committed customers first. Capital constraint solved, not relationship formalized, I mean, that's the shape.
- tier: Confirmed (✓)
- source: LITE / Why the $2 billion mattered
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-lite-src-lite-nvidia-capital-ingest
- posted: 2026-07-14T17:26:46.838Z