Tech Brew Ride Home · Monday, November 2, 2026
Marvell has agreed to buy optical components maker Lumentum in a $115 billion all-stock deal to expand its capabilities in AI infrastructure and rival Broadcom, with the transaction expected to close in the first half of 2028.
“Marvel has agreed to acquire optical components maker Lumentum in a $115 billion all-stock deal as it aims to rival Broadcom.”
“AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity, creating an opportunity that comes along once in a generation”