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Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell

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Summary

Marvell Technology’s deal for optical components maker Lumentum will create an “enormous” opportunity to address growing connectivity demands from the artificial intelligence infrastructure buildout, Lumentum CEO Michael Hurlston told CNBC on Monday.

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  1. CNBC Center Factuality: High US
    Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell

    The AI infrastructure deal is expected to close during the first half of 2028.

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CNBC Lumentum CEO touts 'enormous' opportunity in massive AI connectivity deal with Marvell

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