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Marvell10-K: Capex increase

Marvell acquires Celestial AI for $1.3B in cash to accelerate its AI connectivity strategy.

What happened

This major acquisition is aimed at capturing the market for next-generation AI and cloud data centers with Photonic Fabric technology.

Source

SEC EDGARMar 11, 2026

Annual report (Form 10-K)

Marvell 10-K for FY2026

Filing excerpt

Subsequent to our fiscal 2026 year end, on February 2, 2026, we completed the previously announced acquisition of Celestial AI, Inc. (“Celestial”), a provider of a Photonic FabricTM technology platform purpose-built for next-generation scale-up interconnect.

sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 11, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.3B (Cash paid for the acquisition of Celestial AI, Inc.)

Details

CIK
1835632
Accession number
0001835632-26-000011
Timeframe
Current year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI
  • cloud data centers
  • Photonic Fabric
  • interconnect
  • GPU
  • CPU

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Mar 17, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/aa6a6896-c6e0-4e73-8b83-b56e9adc0fa2 returns this record as JSON. POST /v1/companies/enrich returns every signal for marvell.com.

{
  "signal_id": "aa6a6896-c6e0-4e73-8b83-b56e9adc0fa2",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-03-17T05:11:52.318+00:00",
  "company": {
    "name": "Marvell",
    "domain": "marvell.com"
  },
  "data": {
    "detail": "This major acquisition is aimed at capturing the market for next-generation AI and cloud data centers with Photonic Fabric technology. The integration of Celestial AI will be a top priority, creating opportunities for vendors specializing in post-merger integration, R&D systems, and supply chain management.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Cash paid for the acquisition of Celestial AI, Inc.",
      "dollar_millions": 1300
    },
    "summary": "Marvell acquires Celestial AI for $1.3B in cash to accelerate its AI connectivity strategy.",
    "excerpts": "Subsequent to our fiscal 2026 year end, on February 2, 2026, we completed the previously announced acquisition of Celestial AI, Inc. (“Celestial”), a provider of a Photonic FabricTM technology platform purpose-built for next-generation scale-up interconnect.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000011/mrvl-20260131.htm",
    "filing_date": "2026-03-11",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "technologies_mentioned": [
      "AI",
      "cloud data centers",
      "Photonic Fabric",
      "interconnect",
      "GPU",
      "CPU"
    ]
  }
}

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