Marvell in Talks to Buy Nvidia-Backed Lumentum
THE SO WHAT
If Marvell absorbs Lumentum’s data center optics business, the interconnect layer for AI clusters consolidates further—bandwidth and latency become even more tied to a few silicon-plus-optics vendors. Cloud and AI infra buyers should revisit their dependency maps on networking and optics; switching costs are about to rise.
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