# Marvell to acquire Lumentum for $80 billion to secure laser supply for AI

> Original title: Marvell Cuts To The Front Of The Datacenter Optics Line With Lumentum Deal

- Source: The Next Platform
- Published: 2026-11-03T21:31:01.000Z
- Bad Influence: https://badinfluence.news/items/uk5tly73ozp0ala6jgjku4cra
- Original: https://www.nextplatform.com/connect/2026/11/03/marvell-cuts-to-the-front-of-the-datacenter-optics-line-with-lumentum-deal/5307392

## Summary

Marvell is acquiring photonics supplier Lumentum for $80 billion in stock and assumed debt, for an enterprise value of $115 billion. The article argues the deal secures indium phosphide laser supply for Marvell's custom AI chip business, as the order book is reportedly sold out through early 2029. The deal is expected to close in the first half of 2028.