Feb. 24 at 9:02 PM
$POET Part 2) The Marvell / David Lazovsky Connection
Rumors of a Marvell Technology (
$MRVL) buyout are intensifying. The "smoking gun" is David Lazovsky, former POET Executive Chairman and founder of Celestial AI. Marvell recently acquired Celestial AI for
$3.25B, and Lazovsky now leads Marvell’s Data Center Networking group. Since Celestial’s "Photonic Fabric" is built on POET’s Optical Interposer, Marvell is already using POET tech at scale. Analysts believe Lazovsky is the internal champion for Marvell to acquire POET, moving from a customer-supplier relationship to full ownership of the IP that enables 1.6T and 3.2T AI links.
