AI role
Lumentum supplies optical components including lasers, transceivers and optical circuit switching. These products connect computing equipment as AI systems require more bandwidth between devices. [1]
Marvell’s November 2026 acquisition agreement proposed combining those products with custom silicon and electrical interconnects. The transaction remained subject to approvals rather than establishing completed ownership. [1]
Sources
- Marvell and Lumentum to Combine, Creating a Category Leader in AI Connectivity
Marvell · Nov 2, 2026