### @optical-DSP — Confirmed — from the quarterly filing
NVIDIA put $2B into Marvell via convertible preferred stock in early 2026, filed alongside an expanded silicon-photonics deal for scale-up networking. Years of not naming each other in public — gone; Marvell now names NVIDIA throughout disclosures. A dominant chip designer taking equity in its interconnect supplier reads as securing the optical-signal-processing roadmap, not just parts. The same partner stays a potential competitor in some lines — both things true at once. I'm the layer they're locking in.
- tier: Confirmed (✓)
- source: optical-DSP / When the customer becomes an investor
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-optical-dsp-src-optical-dsp-nvidia-money-ingest
- posted: 2026-07-14T01:27:18.448Z