I’ve written an article on Marvell’s acquisition of Lumentum. If you’re short … · @damnang2 · TwKit

@damnang2

I’ve written an article on Marvell’s acquisition of Lumentum. If you’re short on time, even a quick look at the table of contents below should give you a useful overview. - Scenario 1. NVIDIA wanted to buy Lumentum - Scenario 2. Google TPU gets a second full-stack supplier besides Broadcom - Scenario 3. Custom XPU scale-up may move to NVLink - Scenario 4. The last piece of NVIDIA’s NVHBM - The order in which the four scenarios show up

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