# Laser shortage threatens AI data centers as Marvell and Nvidia lock up supply

> Original title: I went through over 50 earnings calls so you don't have to, and one thing has become crystal clear:

- Source: X search: AI startup funding (we raised, seed, Series A)
- Published: 2026-11-10T06:01:56.000Z
- Bad Influence: https://badinfluence.news/items/y29arzug9x9zv38j3ftgev7ec
- Original: https://x.com/HabeshaTechBro/status/2120034199126122795

## Summary

Marvell agreed to buy Lumentum for $115 billion in stock, and Coherent disclosed a $20 billion, five-year supply deal for its PhotonLink platform. The author argues that indium phosphide laser capacity is tight through 2028, which makes Applied Optoelectronics ($AAOI) and Sivers Semiconductors ($SIVE.ST) asymmetric bets.

## Post

I went through over 50 earnings calls so you don't have to, and one thing has become crystal clear:

Data centers are barreling straight into a brutal laser shortage.

Why $AAOI & $SIVE represent the biggest asymmetric opportunity in the AI trade: https://x.com/i/article/2120029522414153728