Major AI industry merger: Bloomberg reports Marvell could announce its acquisition of optical communications leader Lumentum as soon as next week
Bloomberg reports Marvell is in talks to acquire Lumentum, with an announcement possible as soon as next week, though no final deal has been reached. Lumentum is valued at about $83 billion and Marvell at about $221 billion, and Lumentum shares jumped about 17% in after-hours trading on the news. It matters because high-speed optical interconnects are becoming a decisive bottleneck for AI data centers, so the deal would tighten Marvell's grip on AI infrastructure supply chains.
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- IT之家2026-10-28 23:37