Marvell-Lumentum deal tests whether AI optics go single-vendor

T2Covered by 1 source · first reported by Light Reading / Fierce Network / Telecoms.com / RCR Wireless / Mobile World Live at 03 Nov, 14:00 UTC

Who gets the lasers? Marvell's Lumentum deal puts a big InP fab inside an AI chip company just as telecom and datacom buyers compete for the same supply.

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Sources

• T2Marvell-Lumentum deal tests whether AI optics go single-vendorLight Reading / Fierce Network / Telecoms.com / RCR Wireless / Mobile World Live03 Nov, 14:00