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AI and Data Centre Chips

Marvell agrees to buy Lumentum in an all-stock deal with an implied enterprise value of US$115 billion, betting on optical links inside AI data centres

. Source published 2 Nov 2026. Original reporting: Marvell Technology and Lumentum (Business Wire) (opens in a new tab).

What changed

Marvell Technology and Lumentum say they have signed a definitive agreement for Marvell to acquire Lumentum, the maker of lasers, optical transceivers and optical circuit switches, for 4.5 Marvell shares per Lumentum share. The companies put the implied enterprise value at US$115 billion, about US$1,132 a Lumentum share and a 23.9% premium to the 28 October price. Marvell holders would own about 67% of the combined company. The companies expect more than US$1 billion a year of run-rate cost savings and closing in the first half of 2028, subject to shareholder and regulatory approval (company announcement). For data centre builders, the rationale is the move from copper to optical connections as AI clusters grow.

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Read the original: Marvell Technology and Lumentum (Business Wire): Marvell agrees to buy Lumentum in an all-stock deal with an implied enterprise value of US$115 billion, betting on optical links inside AI data centres (opens in a new tab)
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