• October 15, 2026
  • 7 views
Marvell, Microsoft and Oracle Form a Hardware Security Group Under OCP

For years the security conversation in data centers has been about software: what runs on the servers, who can reach it, and how quickly a flaw is patched. The hardware…

  • October 7, 2026
  • 63 views
Marvell’s Tenfold Bet on Custom Silicon

On a stage in New York on Tuesday, the chief executive of Marvell Technology made a promise that, by the arithmetic of his own company, would require it to grow…

  • September 8, 2026
  • 99 views
Celero Raises $275 Million as the Wiring Between AI Chips Becomes Big Business

The pattern is by now familiar in artificial intelligence: a startup working on an unglamorous layer of the stack raises money from some of the most glamorous names in finance.…

  • August 28, 2026
  • 38 views
Marvell Posts Record Revenue but Shares Fall on Chip-Timing Worry

Marvell Technology reported record quarterly revenue on Aug. 28, beating analyst estimates, then watched its shares fall 7.6% in after-hours trading as investors focused on a single line in the…

  • August 20, 2026
  • 67 views
Broadcom Sheds About $87 Billion After Google-Marvell Chip Deal

The market delivered its verdict on Google’s chip strategy in two trading sessions: about $87 billion, subtracted from Broadcom’s market value. Broadcom shares fell for two consecutive sessions on Aug.…

  • August 20, 2026
  • 43 views
Marvell and Google Expand Custom-Chip Pact

The warrant is dated Aug. 18: Google may buy up to 58.97 million shares of Marvell Technology at $206.58 each, a document that ties the chip maker’s stock to the…

  • August 19, 2026
  • 42 views
Marvell Hands Google $12.2 Billion in Warrants in Custom-Chip Pact

Marvell Technology said Wednesday it will issue warrants to Google giving the search giant the right to buy about $12.2 billion of Marvell stock, roughly 7% of the company, as…

  • August 18, 2026
  • 59 views
AI Chip and Storage Stocks Slide as Treasury Yields Hit 19-Year High

The mood that lifted AI hardware stocks on Monday vanished by Tuesday’s premarket session. Nvidia fell about 2%, Marvell dropped more than 6%, and storage makers SanDisk and Micron declined…

  • August 8, 2026
  • 60 views
Intel Hires Marvell’s Jarnac as Chief Sales Officer

Intel said it has hired Dean Jarnac as executive vice president and chief sales officer, putting a 30-year semiconductor industry veteran in charge of its global sales organization as the…

  • August 7, 2026
  • 33 views
Lumilens Raises $700 Million for Optical Interconnects

SAN JOSE, Calif.—The copper cables under the world’s data centers are running out of headroom, and a startup few people had heard of a year ago just raised a large…