Architects' Tech Alliance

Nov 2, 2026 · Industry Insights

Marvell's $115B Lumentum Acquisition: Electro-Optical Convergence for AI Interconnect

Marvell's $115 billion all-stock acquisition of Lumentum merges electrical switching chips with optical components to enable co-designed 1.6T/3.2T interconnects and co-packaged optics for AI clusters, reshaping the supply chain while facing regulatory scrutiny.