Marvell in Advanced Talks to Buy Lumentum in AI Optics Megadeal

Consolidation reaches the AI supply chain as Marvell moves to acquire the data center optics maker amid the race to scale infrastructure.

Marvell is in advanced talks to buy data center optics maker Lumentum in a potential megadeal "amid the race to scale up in the artificial intelligence sector". Optical components are an unglamorous but increasingly critical bottleneck in AI data centers, where moving data between accelerators at scale depends on high-speed optical interconnects.

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