Nvidia’s Huang Backed Marvell-Lumentum $103B Deal Before Announcement

The detail that both CEOs sought Huang's input before announcing signals how central Nvidia's roadmap has become to dealmaking in the optical and networking supply chain — a tacit alignment check that can shape how the market reads strategic fit. It matters most for Marvell and Lumentum shareholders and for rival component suppliers whose positioning is now measured against Nvidia's preferences. Whether this informal blessing translates into concrete commercial commitments, and how regulators treat a transaction of this scale, are the open questions worth watching.