● IndustryOct 29, 2026 · 04:398 sources
Marvell in Advanced Talks to Buy Data Center Optics Maker Lumentum
From huggingnews.com
AI;DR
Marvell is in advanced talks to acquire Lumentum, a data center optics maker, to integrate high-speed optical components into its AI infrastructure portfolio, with the deal potentially announced next week.
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- SUPPORT@realnickmugalli“MARVELL TO AQUIRE LUTMENTUM IS GOING TO BE ALL STOCK DEAL”x.com
- SUPPORT@firstadopter“Marvell Technology Inc. is in advanced talks to buy data center optics maker Lumentum Holdings Inc.”x.com
- SUPPORT@tengyanai“Nvidia invested $2B each into Marvell, Lumentum and Coherent in March.”x.com
- SUPPORT@kawzinvests“Marvell buying Lumentum and paying for it with what exactly / Big dilution incoming???”x.com
- SUPPORT@stockmktnewz“Lumentum $LITE stock is up by more than 10% in after-hours on this news”x.com
- SUPPORT@semidoped“Marvell's DSP customers would have to compete with a vertically integrated Marvell-Lumentum, a dynamic that has already pushed some players out of coherent”x.com