Marvell-Lumentum deal signals what it takes to compete with Broadcom
BenBajarin · x · 2026-11-02
Ben Bajarin comments that the Marvell and Lumentum deal is telling about what's needed to compete with Broadcom in the AI infrastructure/interconnect space.
More from Infra
- Big Tech's Future Data Center Leases Top $1.3T, 70% Added in Last Four Quarters — rohanpaul_ai · 2026-11-02
- Daniel Lemire: AI is exploding demand for boring compute, server CPUs to double — lemire · 2026-11-02
- OpenAI's December chat limits could cost it its biggest B2C advantage — Vivid_Employer_2806 · 2026-11-02
- Physical AI's real story: a 4-layer map of 15 companies behind humanoid robots — pdamodaran · 2026-11-02
- Under 5% of US consumers pay for AI, yet compute demand is already forcing usage cuts — NinaDSchick · 2026-11-02
- Sam Altman: AI query energy cost fell 1,000x-100,000x in 3-4 years — rohanpaul_ai · 2026-11-02