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Marvell to Acquire Celestial AI, Accelerating Scale-up Connectivity for Next-Generation Data Centers

Celestial AI’s breakthrough Photonic FabricTM technology platform enables optical I/O for package, system and rack-level connectivity for the next-generation

articleMarvell Technology, Inc.December 2, 20253/company/marvell-technology-group-ltd/news/marvell-acquire-celestial-ai-accelerating-scale-connectivity-next-generation-data
Marvell to Acquire Celestial AI, Accelerating Scale-up Connectivity for Next-Generation Data Centers

About this update from Marvell Technology, Inc.

[{"type":"text","content":"\nCelestial AI’s breakthrough Photonic FabricTM technology platform enables optical I/O for package, system and rack-level connectivity for the next-generation of data center infrastructure\n\n SANTA CLARA, Calif.--(BUSINESS WIRE)--\nMarvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it has entered into a definitive agreement to acquire Celestial AI, a pioneer of a disruptive Photonic Fabric technology platform purpose-built for scale-up optical interconnect. This strategic acquisition represents a transformational milestone in accelerating the company’s connectivity strategy for next-generation AI and cloud data centers.\n\nAI is reshaping data center architectures at unprecedented speed. Next-generation accelerated systems are no longer confined to a single rack – they are evolving into multi-rack configurations connecting hundreds of XPUs with an integrated high-bandwidth, ultra-low latency, any-to-any scale-up fabric. This architecture allows each XPU to access the memory of every other XPU directly. These advanced fabrics demand purpose-built switches and protocols such as UALink, engineered to deliver the performance and efficiency required at scale.\n\nGiven the power, bandwidth, latency, and reach requirements of multi-rack scale-up fabrics, interconnects will increasingly transition to all-optical connections. This acquisition positions Marvell to lead this technology shift and capture a brand-new semiconductor TAM for optical interconnects.\n\nCombined with existing leadership in scale-out and scale-across connectivity, Marvell expects this expanded portfolio will result in the industry’s most comprehensive provider of high-bandwidth, low-power, low-latency solutions for next-generation data center connectivity.\n\n“The acquisition of Celestial AI is a transformative step in Marvell’s evolution and expands our leadership in AI connectivity, as scale-up becomes the next frontier in AI infrastructure,” said Matt Murphy, Chairman and CEO of Marvell. “This builds on our technology leadership, broadens our addressable market in scale-up connectivity, and accelerates our roadmap to deliver the industry’s most complete connectivity platform for AI and cloud customers.”\n\n“AI infrastructure is transforming faster than ever, and the future demands scale-up fabrics ...

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