Marvell Technology Soars on Nvidia's $2B Investment. Should You Buy MRVL Stock Here, Too? [Yahoo! Finance]
Lumentum Holdings Inc. (LITE)
Last lumentum holdings inc. earnings: 2/4 07:30 am
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Source: Yahoo! Finance
billion direct investment in the company alongside a sweeping strategic partnership. The deal integrates Marvell into Nvidia's AI factory and AI-RAN ecosystem through the NVLink Fusion platform, a rack-scale architecture that enables customers to build semi-custom AI infrastructure using Nvidia's NVLink ecosystem. Under the agreement, Marvell will supply custom XPUs and NVLink Fusion-compatible scale-up networking, while Nvidia contributes its Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect, Spectrum-X switches, and rack-scale AI compute capabilities. This partnership extends well beyond a typical supplier arrangement and represents a significant validation of Marvell's role in the artificial intelligence (AI) infrastructure stack. The collaboration also encompasses silicon photonics technology and plans to transform telecommunications networks into AI infrastructure through Nvidia's Aerial AI-RAN for 5G and 6G applications. Marvell's recent $3.25 billion acquisition of
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LITE
News
- Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom [Yahoo! Finance]Yahoo! Finance
- Lumentum Holdings (LITE) Climbs 8.8% on AI Optimism, Expansion [Yahoo! Finance]Yahoo! Finance
- Q1 2026 Recap [Seeking Alpha]Seeking Alpha
- Lumentum: The AI Optics Catalyst Is Just Getting Started [Seeking Alpha]Seeking Alpha
- Cramer's Stop Trading: Lumentum [CNBC]CNBC
LITE
Earnings
- 2/3/26 - Beat
LITE
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/3/26 - Form 4
- 3/2/26 - Form 4
- LITE's page on the SEC website