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Checked fact 43058 Nov 2026Money and compute

The press release says Matt Murphy will continue as Chairman and CEO of the combined company, and quotes him saying AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity.

The exact words it rests on

AI infrastructure is undergoing a fundamental architectural shift toward optical connectivity

What the source said when we opened it, on 8 Nov 2026.

The source

Joint press release: Marvell and Lumentum to Combine (Exhibit 99.1)
Marvell and Lumentum / SEC · 2026-11-02

Checked

Checked by the notis newsroom on , against the source above.

In the story

Marvell agrees to buy Lumentum at a $115 billion implied enterprise value 8 Nov 2026

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