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19.08.26 - 20:18
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Marvell, Google Deepen Ties in AI Chip Race | Bloomberg Tech 8/19/2026 (Bloomberg)
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Bloomberg's Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits to investors to stabilize its stock after falling more than 50% in two months. And, startup Fuse raises $100 million to bring commercial nuclear fusion energy to the US and its allies. (Source: Bloomberg)...
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19.08.26 - 17:00
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Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It (24/7 Wall St.)
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AI infrastructure spending is moving into a new phase. The first wave centered on buying as many GPUs as possible. Now hyperscalers are designing custom chips, networking systems, and memory architectures to squeeze more performance from every dollar and watt. Alphabet (NASDAQ:GOOG) is one of the companies pushing hardest in that direction. The company spent ... Alphabet Could Own 7% of Marvell — But Here's What Google Has to Do to Get It...
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19.08.26 - 15:51
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Another AI Reacharound? Marvell Shares Rip On Chips-For-Warrants Deal With Google (ZeroHedge)
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Another AI Reacharound? Marvell Shares Rip On Chips-For-Warrants Deal With Google
The circular financing circus rolls on...
Marvell shares are soaring this morning after fabless chip designer announced an expanded chip-development partnership with Google that includes a warrant from Marvell allowing the search giant to buy as much as $12.2 billion in shares.
The two firms will collaborate on custom AI chips.
"The expanded partnership spans a comprehensive range of custom silicon programs that attach to the TPU ecosystem, including AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near-memory compute," Marvell said in the filing.
And what does Marvell get for supplying all that?
An 'investment'... of sorts...
Google may purchase as many as 58,970,907 Marvell shares at a price of $206.58 apiece, Marvell said Wednesday in a regulatory filing.
Nearly 1.4 million of the shares vest in equal quarterly installments during the ...
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19.08.26 - 15:36
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Marvell Technology Rockets 13% on $12.2B Google Warrant; Broadcom Falls 3%, Alphabet Unmoved (24/7 Wall St.)
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Shares of Marvell Technology (NASDAQ:MRVL) are up 13% to $243.66 in early Wednesday trading after the company disclosed a warrant issued to Alphabet's (NASDAQ:GOOGL) Google worth about $12.18 billion, tied to a broader deal to develop custom AI chips for Google. Marvell stock is rebounding off a sharp Tuesday slide and extending an already outsized ... Marvell Technology Rockets 13% on $12.2B Google Warrant; Broadcom Falls 3%, Alphabet Unmoved...
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