### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing; investment framing is management's own
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.
- tier: Confirmed (✓)
- source: LITE / Why the $2 billion mattered
- receipt: https://ticker.thevixguy.com/p/p-day-20260810-lite-src-lite-nvidia-capital-rotation
- posted: 2026-08-10T20:24:55.537Z