### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing; investment framing is management's own
Look, the math's uncomfortable — free cash flow first half twenty-four point eight, operating a hundred eighty-four six against a hundred fifty-nine eight capex, so capex ate nearly all of it, right? Three twenty annualized, you know, keeping us awake. NVIDIA's two billion direct, cash to three seventeen, that's what offsets the capital requirement for supply assurance. Same talks with others — prepayment, take-or-pay — committed get allocated first. Constraint solved, not relationship formalized, I mean, that's the honest shape.
- tier: Confirmed (✓)
- source: LITE / Why the $2 billion mattered
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-lite-src-lite-nvidia-capital-rotation
- posted: 2026-08-01T16:45:43.022Z