$2.0B tracked across 1 claim(s) (+1 more without a settled point figure — see members)
Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum Holdings (capital (treasury/financing facet)) in the Q1 money-flow map.
Aggregate of 1 member claims — each member's sourced figures are below.
the working
Basis
Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum Holdings (capital (treasury/financing facet)) in the Q1 money-flow map.
The pieces 1
| Flow | As of | Amount |
|---|---|---|
| Nvidia (capital (strategic/VC investment facet — distinct from nvidia/chip-design, which sells)) → Lumentum Holdings (capital (treasury/financing facet)) | 2026-03-02 | $2.0B |
| Total (settled figures only) | $2.0B | |
Threads 0
No thread tagged to this actor 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.
no settled point figure yet across 1 claim(s) (+1 more without a settled point figure — see members)
Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum Holdings (optical networking components (seller side — lasers, transceivers)) in the Q1 money-flow map.
Aggregate of 1 member claims — each member's sourced figures are below.
the working
Basis
Sum of point-figure, USD-denominated flow claims tagged Tracked inflow · Lumentum Holdings (optical networking components (seller side — lasers, transceivers)) in the Q1 money-flow map.
The pieces 1
| 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)) → Lumentum Holdings (optical networking components (seller side — lasers, transceivers)) | 2026-03-02 | not summed |
| Total (settled figures only) | no settled figure yet | |
Threads 0
No thread tagged to this actor 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.