Marvell Technology is reportedly in advanced negotiations to acquire data-center optics manufacturer Lumentum Holdings in a massive AI-driven transaction. The potential tie-up highlights how soaring demand for high-speed fiber and optical components is rapidly reshaping the hardware landscape as traditional copper links strain under modern AI workloads. Lumentum, which counts Nvidia as a major shareholder and customer, has seen its products heavily booked out amid soaring industry demand. While neither company has officially confirmed terms or finalized a binding agreement, an announcement could potentially materialize soon, following Marvell’s earlier strategic investments in optical and photonics startups.

Full report : Marvell targets optical interconnect leader as data centers race to upgrade fiber links for heavy artificial intelligence clusters.