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))
"multi-billion" purchase commitment and future capacity access rights for advanced laser components — no specific figure disclosed
"multi-billion" purchase commitment and future capacity access rights for advanced laser components — no specific figure disclosed
Sourced figures 1
- Lumentum Holdings SEC Form 8-K exhibit $2B private placement (2,876,415 shares at $695.31/share) plus a multi-billion (unspecified) purchase commitment; funds support Lumentum's new US-based fab
the working
Basis
"multi-billion" purchase commitment and future capacity access rights for advanced laser components — no specific figure disclosed
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