Mmastodon TechnologySemiconductors first seen 2 d ago, last 2 d ago, peak #6

Marvell to buy Lumentum for $115 billion in AI bet

Original: Marvell is buying Lumentum for $115 billion to own the optical wiring inside AI data centers Marvell will pay about $115

Marvell is acquiring optical components maker Lumentum in an all-stock deal worth about $115 billion, paying roughly $1,132 per share, a 23.9 percent premium. The deal reflects Marvell's view that optical interconnects, not copper wiring, will become the critical bottleneck inside AI data centers, giving it control of the light-based technology underpinning AI compute infrastructure.

Why now: It is one of the largest semiconductor deals ever, tied directly to the race to build AI data center infrastructure.

Marvell TechnologyLumentumAI data centers

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• Marvell is buying Lumentum for $115 billion to own the optical wiring inside AI data centers Marvell will pay about $115 billion in stock for Lumentum, at $1,132 a share and a 23.9 percent premium. The bet is that light, not copper, becomes the bottleneck in AI data centers. #… · astigdotph

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