Browsing Tag
Celestial AI
4 posts
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
Will Celestial AI give Marvell a $3.25bn head start in the AI interconnect arms race?
Marvell’s $3.25B acquisition of Celestial AI signals a major shift toward optical scale-up connectivity for AI data centers. Learn how the deal reshapes the future.
Can Marvell’s Celestial AI deal make it a serious threat to NVIDIA in AI infrastructure?
Find out how Marvell’s $5B move to acquire Celestial AI could reshape the future of photonic interconnects and AI infrastructure.