SDxCentral · Mon 2 Nov

Monday 2 November

Marvell and Lumentum officially plan to combine. Here’s what to know.

AI-generated summary Marvell Technology and Lumentum Holdings announced they plan to combine in a deal intended to target the optical-networking market. Marvell shareholders will own about two thirds of the combined business once the transaction is complete in the first half of 2028.

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Telecom AI ROI below 3% with Nvidia the 'sun' of the AI-ecosystem: GSMA

AI-generated summary GSMA released its third-quarter report detailing that approximately 66% of tracked telecom artificial intelligence deployments are now operational across more than 760 operators worldwide. The research shows artificial intelligence currently contributes about 2.5% of revenue for telecom operators while Nvidia ranks first among publicly announced telecom artificial intelligence partnerships.