Marvell and Lumentum CEOs pitch merger synergies, deny Huang brokered deal but hint at Nvidia meet
zephyr_z9 · x · 2026-11-04
The CEOs of Marvell and Lumentum argued a combination would yield more integrated solutions, faster time to market, and stronger customer relationships — essentially vertical integration — while denying Bloomberg's report that Jensen Huang brought them together.
One speaker said they have a meeting in two weeks with the CEO of a multi-trillion-dollar company to review the combined roadmap, with their "whole team" coming — widely read as Nvidia. The reposter framed it as a speedrun toward uVCSEL-based NPO/CPO optics.
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