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Marvell's history-making deal for Lumentum a test of the AI data center boom

· Thestack · Nov. 3, 2026, 11:17 a.m.

News marvell Lumentum marvell Acquisitions AI data centers optical networking

Summary

This blog post discusses Marvell's $115 billion all-stock acquisition of Lumentum, emphasizing the strategic importance of optical networking components in supporting the surge in demand for AI inference technologies.

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