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BusinessQuiet 10d · day 16

Marvell Nears ~$83B Deal to Buy AI Optics Maker Lumentum

Bloomberg reports Marvell Technology is in advanced talks to acquire data-center optics supplier Lumentum Holdings, with an announcement possible within a week.

newest coverage 10d agosummary written 16d ago207 pieces45 likes & upvotes7 comments NewswiresXRedditGoogle NewsBlueskyMastodonHacker NewsYouTube

What to know

  • Marvell Technology is reportedly in advanced talks to acquire Lumentum Holdings, a key maker of optical components for AI data centers.
  • An announcement could come as soon as next week, per people familiar with the discussions.
  • Lumentum carries a market value of about $83 billion versus Marvell's roughly $221 billion.
  • The potential megadeal reflects continued consolidation and dealmaking in AI infrastructure hardware.

Marvell Technology Inc. Prospective acquirerLumentum Holdings Inc. Acquisition target

Marvell Nears ~$83B Deal to Buy AI Optics Maker Lumentum
finance.yahoo.com

How it unfolded 4 developments, newest first · click a bar or a number to jump articlesvideospostscomments

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  1. 4

    The Information corroborates Marvell-Lumentum talks

    The Information independently reports Marvell is in talks to buy Lumentum, adding a second outlet's confirmation of the Bloomberg scoop.

    1. 18 outlets Marvell announces $115B all-stock deal for Lumentum (MRVL:NASDAQ)

      first by Seeking Alpha, 11d ago · also Silicon Republic, Silicon UK, SiliconANGLE, Yahoo Finance, CNBC, Bloomberg +11

      17 more headlines
    2. 10 outlets Marvell Announces $115 Billion Acquisition of Optical Components Maker Lumentum to in Effort to Upgrade AI Speed

      first by International Business Times, 11d ago · also The Economic Times, Yahoo Finance, Motley Fool, The Globe and Mail, Barron's Online, Barron's +3

      8 more headlines
    • TechCrunch@mstdn.social

      Marvell's planned purchase of Lumentum is one of the biggest acquisitions in tech history. And they both have the same strategic investor: Nvidia. https:// techcrunch.com/2026/11/02/in-o ne-of-the-largest-deals-in-tech-history-marvell-buys-lumentum-for-115b/?utm_source=dlvr.it&utm_medium=mastodon

      TechCrunch@mstdn.socialMastodon11d ago1▲view on Mastodon ↗
    2 more of the top 3 · 27 posts in this stretch
    • techagent.bsky.social

      Marvell agrees to buy Lumentum in a $115 billion all-stock deal Lumentum makes lasers and optical chips for data centers. It is one of the largest tech deals ever.

      techagent.bsky.socialBluesky10d ago1▲view on Bluesky ↗

    • Yes it does in a way. CEO probably didnt want to be there for the long term and wanted out. People sell for many reasons. No CEO would come out and say they sold because company overvalued or even that demand is about to fall off. So that is speculation on something that will never be confirmed. I personally have no position in either company. But…

      WickedSensitiveCrewr/stocks11d agoview on r/stocks ↗
    all of them →
  2. 3

    News spreads quickly on social media

    Financial social media accounts amplify the Bloomberg report, highlighting Lumentum's role supplying optical components for AI data centers and the companies' relative market values.

    “BREAKING: Marvell $MRVL in advanced talks to buy Lumentum $LITE, per Bloomberg…”
    — @unusual_whales

    • BREAKING: Marvell $MRVL in advanced talks to buy Lumentum $LITE, per Bloomberg Lumentum makes optical components for AI data centers. A deal could be announced as soon as next week. Lumentum is worth about $83 billion; Marvell about $221 billion

      @unusual_whalesX16d ago30▲view on X ↗
  3. 2

    Details emerge on deal timing and valuations

    Follow-up reporting adds that a deal could be announced as soon as next week, with Lumentum valued at about $83 billion and Marvell at about $221 billion.

    “A deal could be announced as soon as next week, said the people, who asked to not be identified because the discussions are private.”
    — Bloomberg (via reddit repost)
    1. 26 outlets Marvell's $115 Billion Lumentum Deal Puts AI Demand First

      first by Finimize, 11d ago · also The American Bazaar, Forbes, IJR News, Investor's Business Daily, The Information, Dow Jones Newswires +19

      28 more headlines
    2. 1 outlet Lumentum Is Up 11% in a Week. Will Marvell Pay “Close to $100 Billion”?

      first by Yahoo Finance, 11d ago

  4. 1

    Bloomberg reports Marvell nears deal to buy Lumentum

    Citing people familiar with the matter, Bloomberg reports Marvell Technology is in advanced talks to acquire data center optics maker Lumentum Holdings, a potential megadeal amid the AI infrastructure buildout.

    1. 8 outlets Marvell in advanced talks to buy Lumentum: Bloomberg News

      first by Reuters, 16d ago · also Seoul Economic Daily, Dow Jones Newswires, TradingView, Seeking Alpha, The Information, Yahoo Finance +1

      7 more headlines
    2. 6 outlets 1. Marvell Plotting a Massive Lumentum Buy?

      first by Motley Fool, 16d ago · also Bloomberg Law, Bloomberg, TradingView, Reuters, FT

      6 more headlines
    5 more claims →

Also covered reported alongside — the timeline has no entry for these yet

  1. 5 outlets Marvell Stock Slides. Why the Market Hates the Idea of a Lumentum Buyout.

    first by Barron's, 15d ago · also Counterpoint Research, Motley Fool, Yahoo Finance, Barron's Online

    2 more headlines
  2. 3 outlets Why is Marvell Technology stock tumbling today?

    first by Investing.com News, 15d ago · also Yahoo Finance, The Globe and Mail

    5 more headlines
  3. 2 outlets Marvell and Lumentum to Combine, Creating a Category Leader in AI Connectivity

    first by Marvell Technology, Inc., 11d ago · also MarketWatch

    1 more headline
  4. 2 outlets Marvell Buys Lumentum for $115B: Co-Packaged Optics Lands $5B Win Same Day

    first by Tech Times, 11d ago · also Fierce Network

    1 more headline
  5. 2 outlets Marvell Eyes Lumentum To Add Photonics To Its AI Stack

    first by Finimize, 16d ago · also The Globe and Mail

    1 more headline
  6. 2 outlets Marvell is reportedly close to buying Lumentum. Analysts say they see logic in a potential deal.

    first by MarketWatch, 15d ago · also Seeking Alpha

    1 more headline
  7. 2 outlets Marvell’s Lumentum Bid Is a Bet That Light, Not Copper, Wins the AI Data Center

    first by 24/7 Wall St., 15d ago · also Yahoo Finance

  8. 1 outlet Marvell’s Potential Lumentum Deal Sends LITE Surging, MRVL Sliding After-Hours

    first by Yahoo Finance, 16d ago

    1 more headline

and 8 smaller pieces

What people are saying 20 voices from 4 sites · best of 28 · verbatim