Marvell Technology and Lumentum Holdings have agreed to a tie-up valued at nearly $103 billion, and their chief executives reportedly sought and received the approval of Nvidia CEO Jensen Huang before finalizing the deal.
Reported deal · Marvell Technology & Lumentum Holdings
A ~$103B tie-up between two AI infrastructure suppliers, reportedly cleared by Nvidia's Jensen Huang
Marvell and Lumentum have agreed to combine in a deal valued at nearly $103 billion. Their chief executives reportedly sought and received the blessing of Nvidia CEO Jensen Huang before finalizing it.
~$103B
Reported value of the agreement, stated as nearly $103 billion.
2 firms
Both sit close to the infrastructure that powers large-scale AI computing.
How the pieces connect
Marvell
U.S. chipmaker known for custom silicon and data center networking.
+
Lumentum
Makes optical and photonics components that move data within and between data centers.
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Combined tie-up
Agreed deal valued at nearly $103B.
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Nvidia's Jensen Huang
Reportedly consulted; CEOs sought and received his blessing before signing.
What is reported
Agreed tie-up valued at nearly $103 billion
CEOs reportedly obtained Huang's blessing first
Both companies are tied to AI data center infrastructure
Not yet disclosed
Deal structure and consideration terms
Expected closing timeline
Whether regulators will need to review it
Why it matters
High-speed interconnects are becoming strategic assets in AI infrastructure.
Demand for data center capacity keeps rising
Optical links and custom networking chips are increasingly treated as strategic
Consolidation in this segment could reshape supplier relationships across the sector
Antitrust scrutiny is a open question given the deal's size and strategic importance
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