Nvidia might have to look outside of its artificial intelligence empire to acquire some key data center-related technologies, according to Susquehanna Financial Group. Analyst Christopher Rolland said Nvidia has "two glaring holes" for potential acquisition within optical and analog networking.
Optical and photonic products manufacturer Lumentum Holdings , engineered materials and optoelectronic components maker Coherent and semiconductor producer Marvell Technology are among several names Rolland listed as potential candidates for an Nvidia acquisition. To be sure, the chipmaker has not said it is actively considering aquiring any of these companies. Lumentum shares are up roughly 16.
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