Destination · networking & optics

no settled point figure yet across 2 claim(s) (+2 more without a settled point figure — see members)

Sum of point-figure, USD-denominated flow claims tagged Destination · networking & optics in the Q1 money-flow map.

Aggregate of 2 member claims — each member's sourced figures are below.

the working

Basis

Sum of point-figure, USD-denominated flow claims tagged Destination · networking & optics in the Q1 money-flow map.

The pieces 2

Every claim that fed this total, plus any that couldn't be summed — click a row for its own sourcing.

Flow	As of	Amount
Nvidia (AI-infrastructure component procurement (buyer side — Nvidia as purchaser of packaging/optics capacity, distinct from nvidia/chip-design, which sells, and nvidia/capital, which invests)) → Coherent Corp. (optical networking components (seller side — lasers, transceivers))	2026-03-02	not summed
Nvidia (AI-infrastructure component procurement (buyer side — Nvidia as purchaser of packaging/optics capacity, distinct from nvidia/chip-design, which sells, and nvidia/capital, which invests)) → Lumentum Holdings (optical networking components (seller side — lasers, transceivers))	2026-03-02	not summed
Total (settled figures only)		no settled figure yet

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.