● IndustryNov 2, 2026 · 19:208 sources

Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum (Anhata Rooprai/Reuters)

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Marvell agrees to acquire optical components maker Lumentum in a $115B deal. Nvidia invested $2B in both Marvell and Lumentum.

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Sources

• techmeme.com
• ·@wallstengine

+ 7 more

1. SUPPORT@techmeme · Nov 2, 7:31 PM · “Marvell's $115B Lumentum acquisition is one of the biggest tech deals ever and 2026's top M&A deal” · x.com
2. SUPPORT@realnickmugalli · Oct 30, 9:09 PM · “MARVELL TO AQUIRE LUTMENTUM IS GOING TO BE ALL STOCK DEAL” · x.com
3. SUPPORT@firstadopter · Oct 29, 8:17 AM · “Marvell, with $3.9B in the bank” · x.com
4. SUPPORT@unusual_whales · Oct 30, 2:17 AM · “Someone just bought $19.6 million in $LITE puts, a day after Bloomberg reported Marvell is in advanced talks to buy Lumentum.” · x.com
5. SUPPORT@tengyanai · Oct 29, 10:53 AM · “Nvidia invested $2B each into Marvell, Lumentum and Coherent in March.” · x.com
6. SUPPORT@semidoped · Oct 30, 9:21 PM · “Marvell wants to control the supply chain from chips to optics to co-design better products for AI” · x.com
7. SUPPORT@aleabitoreddit · Nov 2, 7:29 PM · “this sets an example for other players on what you can do now.” · x.com

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