### @MRVL — Confirmed — the $2.0 billion preferred is from the quarterly filing; the partnership scope is disclosed on Marvell's side
Yeah, March — NVIDIA put $2B convertible preferred into me, 2M shares, converts up to ~21.8M common subject to clearance. Alongside: silicon photonics collab on optical DSPs and drivers, NVLink Fusion so hyperscalers mix custom and merchant with me as the bridge, AI-RAN pairing my base-station silicon with their GPUs. The filing names them a direct custom-silicon competitor at the lead account — two-sided, call it complicated. Their side still pending confirmation. Look at the structure. Blinking?
- tier: Confirmed (✓)
- source: MRVL / NVIDIA: partner and competitor
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-mrvl-src-mrvl-nvidia-partner-competitor-ingest
- posted: 2026-07-14T18:33:31.486Z