Marvell gives Google option to buy $12.2 billion stake in custom chip deal

What it is about

Who published it, and when

How it spread - 19 original reports, 2 reprints

1. Wed, 19 August 2026

   4 reports
   • Channel News Asia12:38first to report
     Marvell gives Google option to buy $12.2 billion stake in custom chip deal

     URL changednow www.channelnewsasia.com/business/marvell-gives-google-option-buy-122-billion-stake-in-custom-ai-chip-deal-6328781

   • Channel News Asia12:38
     Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal
   • indiatimes.com12:50
     Marvell gives Google option to buy $12.2 billion stake in custom chip deal

     Marvell said it would develop AI inference accelerators, storage, networking and ‌memory interface controllers and near-memory computing technologies for Google. Demand for ‌custom chips such ​as ​Google's tensor processing units (TPUs), ⁠used for AI workloads, has surged ​in recent years as ​businesses seek alternatives to Nvidia's pricey graphics processors.

   • Anadolu Agency (AA)17:19
     Google gains option to buy up to $12.2B in Marvell shares under AI chip deal

     Most shares to vest as Google’s purchases of custom Marvell chips reach specified revenue thresholds through fiscal 2033

2. Sat, 22 August 2026

   1 report
   • yahoo.com19:13
     Marvell investors must carefully consider latest Google deal

     Marvell handed Google a path to a multibillion-dollar stake. The terms decide whether that helps or hurts the stock.

3. Mon, 24 August 2026

   1 report
   • yahoo.com21:11
     Marvell Technology Stock More Than Tripled On A Roadmap It Had Been Publishing All Along

     The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.

4. Tue, 25 August 2026

   2 reports
   • yahoo.com16:14
     Why Marvell Technology Stock Is Rocketing Higher Today

     There's growing optimism that the company will report strong Q2 2027 financial results this week.

     1 reprint

     • fool.com25 Aug, 15:54their copy
   • yahoo.com19:36
     5-Star Analyst Tweaks Marvell Stock Price Target Ahead of Earnings

     Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265

5. Wed, 26 August 2026

   3 reports
   • yahoo.com15:25
     Marvell Technology's Next Earnings Report on Aug. 27 Could Send the Stock Soaring. Here's Why.

     Investors will be looking for greater visibility into Marvell's recently announced $12.2 billion custom chip deal with Google.

     1 reprint

     • fool.com26 Aug, 15:05their copy
   • aol.com16:45
     AMD vs. Marvell: Which Is the Better AI Chip Stock to Own for the Next 5 Years?

     AMD and Marvell have both performed well over the past year.

   • aol.com21:39
     Marvell Reports Thursday. Here's Where the Google Contract Would Actually Show Up in the Numbers.

     The stock has soared since a custom chip agreement with a giant customer came to light. The place that deal shows up this week isn't where most investors will look.

6. Thu, 27 August 2026

   4 reports
   • Channel News Asia20:11
     Marvell beats forecasts, shares slip as growth outlook underwhelms

     URL changednow www.channelnewsasia.com/business/marvell-raises-annual-forecasts-shares-fall-google-deal-questions-linger-6346246

   • Channel News Asia20:11
     Marvell forecasts quarterly revenue above estimates on AI chip demand

     URL changednow www.channelnewsasia.com/business/marvell-raises-annual-forecasts-shares-fall-google-deal-questions-linger-6346246

   • Channel News Asia20:11
     Marvell raises annual forecasts, but shares fall as Google deal questions linger
   • Google News - Top Stories21:33
     Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings

     Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings Barron's Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results Marvell Technology Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave Yahoo Finance Marvell Lifts Long-Term Targets as AI Demand Boosts Second-Quarter Profit, Revenue WSJ Marvell Q2 FY2027 earnings: record revenue, raised guidance qz.com

7. Fri, 28 August 2026

   2 reports
   • Google News - Top Stories10:19
     Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth

     Marvell shares tumble 8% as outlook underwhelms despite 37% revenue growth CNBC Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results Marvell Technology Why Marvell’s Earnings Beat Was Not Big Enough for Such Great Expectations Barron's Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results Reuters Marvell Falls 7% as Google AI Payoff Lands in Fiscal 2029, Intel Slips, NVIDIA Barely Budges Yahoo Finance

   • Channel News Asia10:56
     Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong results

     URL changednow www.channelnewsasia.com/business/marvell-selloff-deepens-investors-seek-clarity-google-ai-deal-payoff-6347796

8. Sun, 30 August 2026

   1 report
   • 247wallst.com20:45
     Jim Cramer Says Marvell Is Expensive Unless Everything Works, and Then It Is Cheap

     Jim Cramer laid out a binary bet on Marvell that hinges on one executive's performance at a single October meeting, and the math behind it changes everything about how you read the stock's brutal post-earnings drop.

9. Tue, 8 September 2026

   1 report
   • fool.com18:11
     Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy?

     Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.