Celestial AI photonic fabric
Acquired in February 2026 for about $1.3 billion in cash plus about 24.5 million shares; integration is underway.
What it is
Optical interconnect technology from the Celestial AI acquisition, designed to link AI chips and memory with light instead of copper, for future AI systems.↗ source
Why it matters to the stock. Optical scale-up links could become a next-generation growth path for AI data centers. Its revenue contribution is not yet reported separately.
News
Marvell completes Celestial AI acquisition, adding optical scale-up technology
Marvell said it completed its previously announced acquisition of Celestial AI, whose Photonic Fabric optical interconnect technology is meant to link AI chips and memory at high bandwidth.
M&A