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How Marvell and Lumentum stack up in AI's optical race

By Reuters News

Nov 2 (Reuters) - Marvell Technology's MRVL.O $115 billion buyout of Lumentum LITE.O ranks among the biggest tech deals of the year and highlights the growing demand for the optical hardware that powers AI data centers.

Monday's deal joins two Nvidia-backed NVDA.O companies whose products help move vast amounts of data between AI chips, broadening the custom chipmaker's reach in one of the fastest-growing segments of the semiconductor industry.

https://www.reuters.com/graphics/MARVELL-MA/LUMENTUM/dwpkmblkmpm/chart.png

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