Marvell 就收购 Celestial AI 展开数十亿美元收购案深入谈判

独家 Marvell In Advanced Talks for Buy Celestial AIin Multibillion Deal Marvell就收购Celestial AI展开数⼗亿美元收购案深⼊谈判 Marvell is inadvanced talks to buy Santa Clara-based chip startup Celestial AI in a cash-and-stock deal worth multiple billions of dollars, according to people with knowledge ofthe deal. 美满电⼦(Marvell)正就以价值数⼗亿美元的现⾦加股票交易收购总部位于圣克拉拉的芯⽚初创公司Celestial AI进⾏深⼊谈判，据知情⼈⼠透露。 Under the deal they’re discussing, Marvell would pay several billion dollars upfront forthe startup, which has yet to generate any revenue, according to one of the people.Celestial has the potential to receive performance earnsout if it hits certain productmilestones, said the same person. The total deal price, including earnouts from productmilestones could be higher than $5 billion. 根据双⽅正在讨论的交易条款，美满电⼦将预先⽀付数⼗亿美元收购这家尚未产⽣任何营收的初创公司，⼀位消息⼈⼠表⽰。该⼈⼠称，若Celestial AI达成特定产品⾥程碑，还有可能获得基于业绩的额外付款。包括产品⾥程碑附加条款在内，交易总额可能超过50亿美元。 A deal could be announced as soon as Tuesday, the people said. 知情⼈⼠表⽰，交易最早可能于周⼆宣布。 T h eT a k e a w a y核⼼要点 Marvell is in advanced talks to acquire chip startup Celestial AI. 美满电⼦正就收购芯⽚初创公司Celestial AI进⾏深⼊谈判。 The total value of the deal including earnouts could be over $5 billion. 包括盈利⽀付在内的交易总额可能超过50亿美元。 Celestial AI develops optical interconnect technology for faster AI datamovement. Celestial AI开发光互联技术以加速AI数据传输。 Powered byDeep Research由深度研究提供⽀持 Celestial AI was last valued at $2.5 billion in March and has raised more than $580 millionfrom investors including Fidelity Management, BlackRock and Tiger Global Management. Celestial AI最近于今年3⽉估值达25亿美元，已从富达管理、贝莱德和⽼虎环球基⾦等投资者处募资逾5.8亿美元。 Founded in 2020, Celestial is developing an optical interconnect technology designed tomore efficiently move data between AI processors and memory inside data centers. Alongwith including Lightmatter and Ayar Labs, it is one of several startups that are usingphotonics, or light, rather than electrical systems to make AI run faster. 成⽴于2020年的Celestial正在研发⼀种光互联技术，旨在更⾼效地在数据中⼼内实现AI处理器与存储器之间的数据传输。与Lightmatter和Ayar Labs等公司同属运⽤光⼦学（即光信号系统替代电信号系统）来提升AI运算速度的初创企业阵营。 Lip-Bu Tan—a semiconductor veteran and the CEO of Intel—joined Celestial’s board ofdirectors in January of this year. 半导体⾏业资深⼈⼠、英特尔⾸席执⾏官陈⽴英于今年⼀⽉加⼊Celestial董事会。 Marvell designs and develops semiconductor chips for data centers, networking andstorage systems. It competes with Broadcom in the custom AI chip business and countsAmazon Web Services as one of its customers. Marvell专门为数据中⼼、⽹络和存储系统设计开发半导体芯⽚。在定制AI芯⽚业务领域，该公司与博通存在竞争关系，亚马逊云服务是其客户之⼀。 Shares of Marvell are down roughly 20% this year and currently has a marketcapitalization of around $75 billion. In contrast, other rival chipmakers such as Nvidia,Broadcom and AMD all surged this year. Marvell股价今年累计下跌约20%，当前市值约为750亿美元。相⽐之下，英伟达、博通和AMD等其他芯⽚制造商今年股价均⼤幅上涨。 The CEO of Celestial, David Lazovsky, did not respond to a request for comment. Aspokesperson for Marvell didn’t immediately respond to a request for comment. Celestial公司⾸席执⾏官David Lazovsky未就置评请求作出回应。Marvell发⾔⼈也未⽴即回复评论请求。 Katie Roof also contributed to this article. 凯蒂·鲁夫对本⽂亦有贡献。 Valida Pau is a reporter at The Information covering tech M&A and IPOs. Based in New York, shecan be reached at valida@theinformation.com, Signal @validapau.59, and on X @PauValida. ⽡莉达·保是The Information报道科技企业并购及IPO的记者，常驻纽约。联系⽅式：valida@theinformation.com、Signal @validapau.59，以及X平台@PauValida。 Anissa Gardizy is a reporter at The Information covering cloud computing. She was previously atech reporter at The Boston Globe. Anissa is based in San Francisco and can be reached atanissa@theinformation.com or on Twitter at @anissagardizy8 安妮莎·加迪兹是The Information报道云计算领域的记者，此前曾任《波⼠顿环球报》科技记者。安妮莎常驻旧⾦⼭，联系⽅式：anissa@theinformation.com或推特@anissagardizy8