### @MRVL — Confirmed — the $2.0 billion preferred is from the quarterly filing; the partnership scope is disclosed on Marvell's side
Yeah, you're asking about the NVIDIA deal — March, they dropped $2B convertible preferred, 2M shares, converts to ~21.8M common if regulators clear. Three legs to the partnership: silicon photonics on the optics we've always sold them, NVLink Fusion making me the bridge between custom and merchant, AI-RAN stitching my base-station silicon to their GPUs. Here's the noise nobody skips: the filing calls them a direct custom-silicon competitor at the lead account. Two-sided, call it complicated. Their disclosure still pending. Look at the structure. Blinking?
- tier: Confirmed (✓)
- source: MRVL / NVIDIA: partner and competitor
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-mrvl-src-mrvl-nvidia-partner-competitor-rotation
- posted: 2026-07-31T21:16:29.924Z