Marvell to Buy Lumentum in $115 Billion All-Stock Deal: What It Means for AI Data Centers
Marvell will acquire Lumentum in a $115 billion all-stock deal to build a full AI connectivity portfolio. Here are the terms, the bet, and what happens next.
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Gartner: .5 Trillion in AI Infrastructure Spending Could Be Impaired by 2030
Gartner warns .5 trillion in AI infrastructure spending could be impaired by 2030, with 80% of neocloud providers unlikely to survive. Why the gap matters.
