Marvell wants to be a copper topper, bets $115B on photonics leader to push optical networking
The acquisition targets Lumentum's high-performance laser sources, optical transceivers, circuit switches, and indium phosphide manufacturing expertise. Optical interconnects are critical as AI infrastructure scales: copper signals degrade over distance and speed, while photonic systems maintain performance across kilometers and reduce power consumption. The deal, expected to close in H1 2028, positions Marvell to supply interconnect technology as AI builders like Nvidia and AMD deploy larger, multi-GPU compute domains.
Key points
- $115 billion all-stock acquisition by Marvell
- Fills gaps in photonics and optical networking for AI
- Addresses copper interconnect limitations at 400+ Gbps speeds
- Expected to close H1 2028
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