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Get filing alertsMarvell revenue up 28% on AI demand; adds $2B NVIDIA investment, two acquisitions
Filed May 28, 2026 · Period ending May 2, 2026 · Compared to 10-Q May 30, 2025 · ~1 min read
Key Changes
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NVIDIA invested $2B in convertible preferred stock and announced strategic partnership to integrate Marvell's custom XPUs with NVIDIA's AI infrastructure ecosystem.
MD&A: Strategic Transactions verify on EDGAR → -
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Acquired Celestial AI (photonic interconnect) and XConn Technologies (PCIe/CXL switching) to accelerate AI data center connectivity strategy; committed $870M in post-quarter capacity deposits.
MD&A: Acquisitions & Capacity verify on EDGAR → -
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New risk factor warns AI-driven design tools could enable customers to develop chips in-house, reducing demand for Marvell's products and lowering barriers to entry for competitors.
Risk Factors: AI Disruption verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Source-verified from EDGAR · Narrative written by AI · May 29, 2026 · How we verify