Marvell acquires Celestial AI for $3.25B upfront ($1B cash + 27.2M shares). Photonic Fabric integrat...
The AMW Read
The acquisition of Celestial AI by Marvell meaningfully updates the AI infrastructure landscape by addressing the memory bandwidth wall through optical interconnects, a critical hardware architecture shift for massive-scale GPU clusters.
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AI Infra · Player MapSilicon Substrate
Named counterparties: Celestial AI
Marvell acquires Celestial AI for $3.25B upfront ($1B cash + 27.2M shares). Photonic Fabric integrates optical interconnects to fix AI memory bandwidth walls, enabling million-GPU clusters. Projects $500M revenue run rate by Q4 FY28, $1B by Q4 FY29, fueling scalable AI infra. 🚀
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