Marvell to buy Lumentum in $115 billion deal in AI data-center bet
This story is from 2026-11-02. It is preserved in the archive; the latest stories are on the live feed.
Marvell Technology is buying optical components maker Lumentum in a $115 billion all-stock deal, including debt, as the custom chipmaker steps up its challenge to larger rival Broadcom during an AI spending boom.
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Timeline · 24 reports
- 2026-11-05 11:53 · Barron's
The Election Threat to the AI Data Center Boom—and 7 Stocks That Are at Risk - 2026-11-05 10:45 · Techmeme
OpenAI pledges to change how it handles data center deals, including avoiding nondisclosure agreements and cutting power usage, after Democrats' midterm wins - 2026-11-05 10:00 · CNBC Technology
OpenAI pledges to pay for data center power after election highlights AI concerns - 2026-11-05 10:00 · Bloomberg AI
OpenAI to Change How It Handles Data Center Efforts After Outcry - 2026-11-05 00:01 · DEV Community — Machine Learning
Drax Power Station Could Become A £20bn AI Data Center Hub - 2026-11-04 14:43 · Bloomberg AI
AI Data Center Boom Set for Upheaval After US Election Rout - 2026-11-04 13:54 · The Next Web
Drax plans a £20B AI data centre at Britain’s largest power station - 2026-11-04 12:58 · CNBC Technology
State-level personnel changes could impact the AI data center boom: Piper Sandler's Andy Laperriere - 2026-11-04 11:28 · Bloomberg AI
Democrats’ Midterm Wins Threaten to Slow the AI Data Center Boom - 2026-11-04 11:28 · Bloomberg AI
Democrats’ Wins Threaten AI Trade and Data Center Boom - 2026-11-04 06:23 · Bloomberg AI
AI Data Center Boom Is Set for Upheaval After US Election Rout - 2026-11-03 12:19 · r/artificial
Brookfield targets $27 billion AI data centre at UK power station site in Yorkshire - 2026-11-03 12:07 · The Globe and Mail
Brookfield partners with British power firm Drax on $27-billion AI data centre in U.K. - 2026-11-03 09:30 · CNBC Technology
Brookfield plans for a $27 billion AI data center at UK power station - 2026-11-03 09:11 · DEV Community — Machine Learning
Marvell to Acquire Lumentum in a 115 Billion Dollar All-Stock Deal - 2026-11-03 08:07 · Sky News Technology
Plans revealed for AI data centre at former power station in North Yorkshire - 2026-11-03 00:04 · Unite.AI
Marvell Agrees to Acquire Lumentum in All-Stock AI Connectivity Deal - 2026-11-02 22:12 · Forbes AI
Marvell’s $115 Billion Lumentum Deal Could Reshape AI Networking - 2026-11-02 15:53 · Business Insider AI
Marvell stock dips as the chip firm wagers $115 billion on the AI data-center boom - 2026-11-02 14:07 · Financial Times AI
Marvell to buy data centre component maker Lumentum in $115bn AI bet - 2026-11-02 13:07 · The Next Web
Marvell to buy Nvidia-backed Lumentum in a $115bn all-stock deal - 2026-11-02 12:45 · The Globe and Mail
Marvell to buy Lumentum in $115-billion deal in AI data-centre bet - 2026-11-02 12:33 · Wall Street Journal Technology
Marvell to Buy Lumentum for $115 Billion in All-Stock AI Deal - 2026-11-02 12:25 · Reuters AI
Marvell to buy Lumentum in $115 billion deal in AI data-center bet