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The Lumentum office building at Westfield Business Park in the United Kingdom, with the company's sign above the entrance and cars parked in front.

Editor's pickNov 3, 2026

Marvell Bets $115 Billion That Light Replaces Copper in AI Data Centers

Marvell's $115 billion all-stock takeover of Lumentum is a bet that optical links, not copper, become the spine of AI data centers. The deal is not closed.

By TPW Editorial10 min read