--- title: Marvell nears a deal to buy Nvidia-backed Lumentum,... description: Marvell Technology is in advanced talks to buy Lumentum, with an announcement possible as soon as next week. Lumentum is worth about $85bn and Marvell about... canonical: https://daily.dev/posts/marvell-nears-a-deal-to-buy-nvidia-backed-lumentum-bloomberg-reports-mvkfokf2d twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports | daily.dev og:description: Marvell Technology is in advanced talks to buy Lumentum, with an announcement possible as soon as next week. Lumentum is worth about $85bn and Marvell about... og:url: https://daily.dev/posts/marvell-nears-a-deal-to-buy-nvidia-backed-lumentum-bloomberg-reports-mvkfokf2d og:image: https://api.daily.dev/og/posts/MVkFokF2d.png og:image:alt: Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 1 upvotes · 0 comments ## Summary Marvell Technology is in advanced talks to buy Lumentum, with an announcement possible as soon as next week. Lumentum is worth about $85bn and Marvell about $196bn, and the deal would likely be paid in shares. Lumentum makes the lasers that move data between AI chips, and its CEO says optical parts are sold out through early 2029 with about 70% of demand for some products unmet next year. Nvidia took a $2bn stake in Lumentum earlier this year. RBC analysts called the deal strategically sound, especially if Marvell sells Lumentum's pluggable module business. The talks are not final and could still fall through. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### Is Marvell buying Lumentum? Marvell Technology is in advanced talks to acquire Lumentum, with an announcement possible as soon as next week, though the deal is not final and could still fall through. Lumentum is worth about $85bn and Marvell about $196bn. Marvell would likely pay in shares, making it one of the largest tech deals ever. _Investors weighing AI infrastructure plays can follow semiconductor M&A developments like this on daily.dev._ ### Why does Lumentum matter for AI data centers? Lumentum makes lasers and optical components that move large amounts of data at high speed between AI chips, as data center traffic shifts from copper to optical links. Its CEO said optical parts are sold out through early 2029, with about 70% of demand for some products unmet next year, and the company plans to invest at least $350m in Japan for indium phosphide components. _Engineers tracking AI hardware supply constraints can keep up with optics and interconnect news on daily.dev._ ### Does Nvidia own a stake in Lumentum? Yes, Nvidia took a $2bn stake in Lumentum earlier this year as part of a deal that included collaboration on photonics technology. Nvidia separately holds about $99bn in shares of companies that buy its chips, reflecting its broader strategy of investing in partners across the AI hardware supply chain. _Those mapping Nvidia's equity bets across the AI supply chain can follow related coverage on daily.dev._ ## Similar posts on daily.dev - [Marvell hands Google a $12.2bn share option in a custom-chip deal](https://daily.dev/posts/marvell-hands-google-a-12-2bn-share-option-in-a-custom-chip-deal-wktbmrosb) · The Next Web · 1 upvotes · 0 comments - [Nvidia spends $6.5B on photonics to fix AI's copper bottleneck](https://daily.dev/posts/nvidia-spends-6-5b-on-photonics-to-fix-ai-s-copper-bottleneck-yzy6gq220) · The Next Web · 0 upvotes · 0 comments - [Nvidia is quietly building a multibillion-dollar behemoth to rival its chips business](https://daily.dev/posts/nvidia-is-quietly-building-a-multibillion-dollar-behemoth-to-rival-its-chips-business-6ux3mweql) · TechCrunch · 0 upvotes · 0 comments --- Tags: [#business](https://daily.dev/tags/business), [#nvidia](https://daily.dev/tags/nvidia) [View this post on daily.dev](https://daily.dev/posts/marvell-nears-a-deal-to-buy-nvidia-backed-lumentum-bloomberg-reports-mvkfokf2d) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Marvell nears a deal to buy Nvidia-backed Lumentum, Bloomberg reports","url":"https://daily.dev/posts/marvell-nears-a-deal-to-buy-nvidia-backed-lumentum-bloomberg-reports-mvkfokf2d","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/marvell-nears-a-deal-to-buy-nvidia-backed-lumentum-bloomberg-reports-mvkfokf2d"},"datePublished":"2026-10-29T18:48:39.113Z","dateModified":"2026-10-29T19:02:07.511Z","description":"Marvell Technology is in advanced talks to buy Lumentum, with an announcement possible as soon as next week. 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Lumentum is worth about $85bn and Marvell about $196bn. Marvell would likely pay in shares, making it one of the largest tech deals ever. Investors weighing AI infrastructure plays can follow semiconductor M\u0026A developments like this on daily.dev."}},{"@type":"Question","name":"Why does Lumentum matter for AI data centers?","acceptedAnswer":{"@type":"Answer","text":"Lumentum makes lasers and optical components that move large amounts of data at high speed between AI chips, as data center traffic shifts from copper to optical links. Its CEO said optical parts are sold out through early 2029, with about 70% of demand for some products unmet next year, and the company plans to invest at least $350m in Japan for indium phosphide components. Engineers tracking AI hardware supply constraints can keep up with optics and interconnect news on daily.dev."}},{"@type":"Question","name":"Does Nvidia own a stake in Lumentum?","acceptedAnswer":{"@type":"Answer","text":"Yes, Nvidia took a $2bn stake in Lumentum earlier this year as part of a deal that included collaboration on photonics technology. Nvidia separately holds about $99bn in shares of companies that buy its chips, reflecting its broader strategy of investing in partners across the AI hardware supply chain. Those mapping Nvidia's equity bets across the AI supply chain can follow related coverage on daily.dev."}}]} ```