Marvell-Lumentum Deal Puts Optical Networking at the Center of the AI Boom

The Technical Limitation Behind Marvell’s $100B Purchase of Lumentum The deal highlights the importance of optical networking. This article is for subscribers only. Welcome to Bloomberg’s AI Today newsletter. Every weekday we’ll break down artificial intelligence’s threats and opportunities for businesses, workers, finance and economies. Sign up now if you’re not already on the list. There’s a new hardware bottleneck thanks to AI, one that a megeadeal, first reported by Bloomberg News, is designed to address. While a lot of the attention had been around how AI chipmakers could produce enough chips to meet demand, an even more technical area called “optical networking” is now in the spotlight thanks to Marvell’s enormous $100 billion acquisition of Lumentum.