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

1 article1 sourcesince Nov 10Last article 13h ago ·

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Marvell agreed to buy Lumentum for $115 billion in stock, and Coherent disclosed a $20 billion, five-year supply deal for its PhotonLink platform, according to a post on X. The post's author says indium phosphide laser capacity will stay tight through 2028, which makes Applied Optoelectronics ($AAOI) and Sivers Semiconductors ($SIVE.ST) attractive bets. The report gives no independent source for the shortage claim, and the author's investment view is the author's own opinion.

Written by AI from the articles below · updated Nov 10, 2:09 PM ET

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Latest developmentNov 10, 1:01 AM ET
Laser shortage threatens AI data centers as Marvell and Nvidia lock up supply

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Nov 10
  1. Habesha Tech BroX
    Laser shortage threatens AI data centers as Marvell and Nvidia lock up supply

    AIMarvell 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.

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