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Report: Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum
- Current status
- Reported
- Companies
- Nvidia
- Happened
- Nov 2, 4:20 AM PT
- Last updated
- Nov 2, 4:22 AM PT (revision 1)
- Evidence
- 1 report · 1 independent chain (adjudicated)
What happened
Reuters (via Techmeme) reported: "Marvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum".
Why it matters
Nvidia is buying capability rather than building it; acquisitions change who controls talent, products and distribution in AI.
Uncertainty
Reported by Reuters; not independently confirmed.
Evidence and provenance
- First reportchain: reutersMarvell agrees to acquire optical components maker Lumentum in a $115B deal, as it seeks to rival Broadcom; Nvidia invested $2B in both Marvell and Lumentum (Anhata Rooprai/Reuters)Techmeme · published Nov 2, 4:20 AM PT · techmeme.com · rev 1Original report (Reuters): reuters.com