|
| | Marvell收购Celestial AI | | | 华尔街日报 ｜ 2025-12-02 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 芯片制造商Marvell Technology正通过一笔数十亿美元的战略收购，大举押注AI基础设施的未来。
周二，Marvell宣布将以32.5亿美元的现金和股票收购半导体初创公司Celestial AI。根据协议，如果Celestial AI能达成特定的营收里程碑，这笔交易的总价值最高可攀升至55亿美元。
此次收购的核心是光子互联技术，它被视为解决AI算力瓶颈的关键。随着大型语言模型的规模和复杂性不断提升，数据中心需要将成百上千颗芯片连接成一个协同工作的整体，而传统铜线连接正面临极限。Marvell此举意在抢占从“电”到“光”的技术转型先机。
更关键的是，Marvell通过获取Celestial AI领先的光子互联技术，来强化其在AI数据中心连接领域的竞争力，并与英伟达和博通竞争。同时，Marvell获巨头加持。Marvell向主要客户亚马逊发行了股票认股权证，将此次收购与未来产品采购深度绑定，显示出关键客户对该技术的认可。
这一消息，连同公司发布的强劲财报和乐观的业绩指引，立即点燃了市场热情。Marvell股价在周二的盘后交易中一度飙升13%。公司预计，在AI需求的推动下，其数据中心业务收入在下一财年将实现25%的增长。
 | 点
击
图
片
看
原
图 |
一笔最高55亿美元的豪赌
根据交易条款，Marvell将为此次收购支付10亿美元现金和价值22.5亿美元的2720万股Marvell普通股。此外，协议还包含一项重要的“对赌”条款：如果Celestial AI在2029财年底前能够实现20亿美元的累计收入，Marvell将支付额外的款项，使交易总额达到55亿美元的上限。
0 | | | |
0
8
| Pixfuture: super cool 200 |
|
0
https://gears.popyard.space
https://www.popyard.space/img/logo_0.jpg
https://www.popyard.space
https://news.popyard.space
https://newsx.popyard.space
https://cn.popyard.space
https://plus.popyard.space
https://studio.popyard.space
https://studio.popyard.space
https://channel.popyard.space
https://adserver.popyard.space
八阕
新 闻
11
news-scroll
Marvell收购Celestial AI
16
1638166
1638166
0
2
0
华尔街日报
2025-12-02
https://bbs.popyard.space
https://img5.angelyun.com/2025/11_2/154_224.jpg
desktop
pixfuture
google
360playvid
0
0
normal
{ "object_name":"related_list","lan_0":"cn","sub_0":"“ASIC芯片巨头”Marvell财报后大涨（图）","sid_0":"16","rid_0":"1638764","gfw_0":"0","subject_0":"“ASIC芯片巨头”Marvell财报后大涨（图）","lan_1":"cn","sub_1":"亚马逊年度云计算大会开幕（组图）","sid_1":"16","rid_1":"1636285","gfw_1":"0","subject_1":"亚马逊年度云计算大会开幕（组图）","lan_2":"cn","sub_2":"AI闭环交易再引争议：OpenAI入股Thrive Holdings","sid_2":"16","rid_2":"1635622","gfw_2":"0","subject_2":"AI闭环交易再引争议：OpenAI入股Thrive Holdings","lan_3":"cn","sub_3":"大摩大幅上调谷歌TPU产量预测（组图）","sid_3":"16","rid_3":"1634233","gfw_3":"0","subject_3":"大摩大幅上调谷歌TPU产量预测（组图）","total":4 }
{ "json":"done-news-scroll-related-show","lan_0":"cn","sid_0":"16","rid_0":"1638764","src_0":"华尔街日报","sub_0":"“ASIC芯片巨头”Marvell财报后大涨","dat_0":"2025-12-03","sex_0":0,"gfw_0":0,"pic_0":"https://img5.angelyun.com/2025/11_3/oid701857_0.jpeg","lan_1":"cn","sid_1":"16","rid_1":"1636285","src_1":"华尔街日报","sub_1":"亚马逊年度云计算大会开幕","dat_1":"2025-12-02","sex_1":0,"gfw_1":0,"pic_1":"https://img5.angelyun.com/2025/11_2/oid700206_0.jpeg","lan_2":"cn","sid_2":"16","rid_2":"1636285","src_2":"华尔街日报","sub_2":"亚马逊年度云计算大会开幕","dat_2":"2025-12-02","sex_2":0,"gfw_2":0,"pic_2":"https://img5.angelyun.com/2025/11_2/oid700206_1.jpeg","lan_3":"cn","sid_3":"16","rid_3":"1636285","src_3":"华尔街日报","sub_3":"亚马逊年度云计算大会开幕","dat_3":"2025-12-02","sex_3":0,"gfw_3":0,"pic_3":"https://img5.angelyun.com/2025/11_2/oid700206_2.jpeg","lan_4":"cn","sid_4":"16","rid_4":"1634233","src_4":"华尔街日报","sub_4":"大摩大幅上调谷歌TPU产量预测","dat_4":"2025-12-01","sex_4":0,"gfw_4":0,"pic_4":"https://img5.angelyun.com/2025/11_1/oid698981_0.jpeg","lan_5":"cn","sid_5":"16","rid_5":"1634233","src_5":"华尔街日报","sub_5":"大摩大幅上调谷歌TPU产量预测","dat_5":"2025-12-01","sex_5":0,"gfw_5":0,"pic_5":"https://img5.angelyun.com/2025/11_1/oid698981_1.jpeg","total":6,"action":"fetch" }
点击朱笔，直抒胸臆