data centers

Marvell Buys Lumentum in $115B AI Data Center Deal

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Marvell Lumentum deal semiconductor chips and optical fibers powering AI data centers

The Marvell Lumentum deal announced on Monday is one of the biggest technology transactions of 2026, a $115 billion all-stock agreement that bets the future of artificial intelligence will be decided not just by chips, but by how fast data can move between them using light. Marvell Technology and Lumentum said they had entered into … Read more

Data Centers Are America’s $10 Trillion Bet, Report Finds

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Long aisle of server racks with glowing blue lights in a massive modern data center, symbol of data center investment

A new report describes the American data center investment wave as the largest financial bet in the history of the United States, projecting $10 trillion in investment that could carry an impact of nearly 4% of the nation’s gross domestic product. The analysis comes from Columbia Business School professor Stijn Van Nieuwerburgh, who compared the … Read more