AINewsnow

Marvell to acquire optical components maker Lumentum in $115 billion all-stock deal

Marvell Technology agreed to buy Lumentum, which makes lasers and optical parts for AI data centers, in an all-stock deal valued at about $115 billion including debt, positioning Marvell to challenge Broadcom in AI connectivity.

Read the full story at DigiTimes Asia ↗

Timeline · 10 reports

  1. 2026-11-02 18:48 · New York Times Technology
    Driven by A.I. Boom, Marvell and Lumentum Announce $115 Billion Merger
  2. 2026-11-02 15:53 · Business Insider AI
    Marvell stock dips as the chip maker wagers $115 billion on the AI data-center boom
  3. 2026-11-02 14:07 · Financial Times AI
    Marvell to buy data centre component maker Lumentum in $115bn AI bet
  4. 2026-11-02 13:07 · The Next Web
    Marvell to buy Nvidia-backed Lumentum in a $115bn all-stock deal
  5. 2026-11-02 12:45 · The Globe and Mail
    Marvell to buy Lumentum in $115-billion deal in AI data-centre bet
  6. 2026-11-02 12:33 · Wall Street Journal Technology
    Marvell to Buy Lumentum for $115 Billion in All-Stock AI Deal
  7. 2026-11-02 12:25 · Reuters AI
    Marvell to buy Lumentum in $115 billion deal in AI data-center bet
  8. 2026-11-02 12:20 · Techmeme
    Marvell agrees to acquire optical components maker Lumentum in a $115B all-stock deal, as it aims to rival Broadcom; Nvidia invested $2B in each company in 2026
  9. 2026-11-02 12:11 · CNBC Technology
    Marvell to buy Lumentum in $115 billion deal in AI data-center bet
  10. 2026-11-02 06:06 · DigiTimes Asia
    AI data center boom in Taiwan faces power, high-voltage line hurdles

More stories

  1. Marvell to Acquire Lumentum in $80 Billion Deal — Wall Street Journal Technology
  2. NVIDIA Details Kubernetes Setup for Vera Rubin GPU Support — NVIDIA Technical Blog
  3. Nvidia in talks to guarantee debt for Nscale's West Virginia AI data center — Economic Times Tech
  4. NVIDIA Introduces Workload Map to Speed Adoption of New AI Frameworks — NVIDIA Technical Blog
  5. DeepSeek-V4.1-Flash-1017 gains traction with quantized builds and local benchmarks — r/LocalLLaMA
  6. NVIDIA Cosmos Provides World Models for Interactive Simulation in Physical AI — NVIDIA Technical Blog
  7. Anthropic secures over 3.5GW of compute capacity for 2026, adding Nvidia and AMD to procurement — Techmeme
  8. Nvidia in talks to backstop Nscale's Monarch Compute Campus project for Anthropic - report — Data Center Dynamics

Get the daily brief of stories like this at 6:30 every morning →