Marvell × Celestial AI: The Path to 'Post-Nvidia' Suggested by the Over $5 Billion 'Optical Interconnect' Acquisition

The acquisition talks between major U.S. semiconductor firm Marvell Technology and optical interconnect startup Celestial AI, reported in early December 2025, represent more than just the acquisition of technical assets; they signal an ambitious strategic shift by Marvell to fundamentally redefine AI data center architecture. According to reports, the acquisition price could reach over $5 billion (approximately 750 billion yen), which is an exceptional premium given Celestial AI's current revenue scale.