AI Infrastructure Race Drives Connectivity Deals and Energy Constraints

Marvell announced a $115 billion all-stock acquisition of Lumentum, a major bet on data-center connectivity; projected savings and the 2028 target are company estimates, with integration and financing risks. Reporting from Person County foregrounds farmland, water, and road concerns, while Apex has paused new data-center projects for a year over water demand. Argentina’s proposed $3 billion Green Capital plan has no customer and faces unresolved power, water, and political questions.