Signal Desk · Companies

Marvell in advanced talks to buy Lumentum for $83 billion

2026-10-29 · 1 source · Mint Companies

In short

Marvell is said to be talking in advanced stages about buying Lumentum. The reported price is about $83 billion, and Lumentum makes optical technology used in AI data centers.

This matters because it could reshape the AI supply chain. It is still not clear if the deal will be completed or when it might be announced.

What the reporting says

Marvell is in advanced talks to acquire Lumentum, according to a publisher summary that says the deal could be worth $83 billion. The reported target makes optical technology used in AI data centers, but the source does not say whether a transaction is finalized or when a formal announcement may come.

Why it matters

Marvell is reported to be in advanced talks to acquire Lumentum in a potential $83 billion deal. Lumentum makes optical technology used in AI data centers, which suggests the move could affect AI infrastructure supply chains. The reporting does not confirm a signed agreement, financing terms, or timing beyond the advanced-stage discussions.

Touches: Marvell, Lumentum, AI, Companies, Markets

Sources