Core Viewpoint - Marvell Technology announced the acquisition of semiconductor startup Celestial AI for $3.25 billion, expressing optimism for the next fiscal year's performance [1][10]. Financial Performance - Following the quarterly earnings report, Marvell's stock rose nearly 10% in pre-market trading [2][11]. - The company expects total revenue of approximately $10 billion for the next fiscal year, with a 25% growth in data center business revenue [2][11]. - Marvell's revenue for the third quarter reached $2.07 billion, a year-over-year increase of 36.8%, aligning with analyst expectations [8][17]. Acquisition Details - The acquisition will provide Marvell with photonics technology, which uses light instead of electrical signals to connect AI chips and storage chips [3][12]. - The deal includes $1 billion in cash and 27.2 million shares of Marvell common stock, valued at $2.25 billion [4][13]. - Celestial AI is expected to contribute significant revenue starting in the second half of fiscal year 2028, with projected annualized revenue of $500 million in Q4 2028 and $1 billion in Q4 2029 [4][13]. Market Position and Strategy - Marvell is positioned to become a leader in the photonics field, with large cloud companies expected to deploy photonics technology for large-scale applications by 2027 or 2028 [4][13]. - The company is collaborating with Amazon and Microsoft to develop proprietary AI chips [3][12]. Related Agreements - Marvell issued a stock warrant to Amazon, allowing the company to purchase up to $90 million worth of Marvell stock based on its procurement of photonic fabric products by the end of 2030 [6][15]. - The exercise price for the stock warrant is approximately $87 per share [7][16]. Future Outlook - The acquisition is expected to close in the first quarter of the 2026 calendar year [5][14].

《信息报》（The Information）周一援引知情人士消息报道，美国芯片制造商迈威尔科技（Marvell Technology，股票代码 MRVL）正就收购芯片初创公司 Celestial AI 进行深入谈判，拟通过 "现金 + 股 票" 的方式达成交易，交易规模达数十亿美元。 报道称，若包含基于产品里程碑达成情况的额外付款（earnouts），此次交易总金额可能超过 50 亿美 元；并补充指出，交易最快或于周二宣布。 迈威尔科技与 Celestial AI 均未立即回应路透社的置评请求。路透社目前暂未核实该报道内容。 根据伦敦证券交易所集团（LSEG）数据，迈威尔科技作为一家网络芯片制造商，市值达 785.4 亿美 元。该公司在为供应商提供定制芯片及网络业务领域，与规模更大的竞争对手博通（Broadcom）展开 竞争。 若成功收购 Celestial AI，迈威尔科技的产品组合将得到补强，这也凸显出市场对计算能力的持续强劲 需求。 Celestial AI 获得了超威半导体（Advanced Micro Devices，AMD）旗下一家子公司的投资支持，并于今 年 3 月筹集了 2.5 亿美元风险投资 ...