Talks at an advanced stage
According to Bloomberg, Marvell Technology is in advanced talks to buy Lumentum. The report says the payment would likely be in shares and that the two companies could announce a deal as soon as next week.
Why Lumentum matters
Lumentum makes the lasers that carry data between AI chips. When thousands of chips in a data center need to be linked together, these optical components become critical, making the company an important link in the AI infrastructure supply chain.
The NVIDIA connection
Lumentum is described as NVIDIA-backed, which adds weight to the deal within the AI hardware ecosystem. For Marvell, the move could give it a stronger vertical position in chip-to-chip data communication.
Not yet final
Although the talks are advanced, a deal is not guaranteed. Terms and timing could change, so this should be read as an ongoing negotiation rather than a confirmed acquisition.
