Marvell said on December 2, 2024 that it is expanding its strategic relationship with Amazon Web Services (AWS) through a five-year, multi-generational agreement. The agreement includes collaboration across multiple AWS products and the use of AWS cloud infrastructure.

8-KRegulation FD DisclosureFiled Dec 2, 2024Period of report Dec 2, 2024Summary published (UTC) Oct 25, 2026

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Marvell said on December 2, 2024 that it is expanding its strategic relationship with Amazon Web Services (AWS) through a five-year, multi-generational agreement. The agreement includes collaboration across multiple AWS products and the use of AWS cloud infrastructure.
The company said the agreement covers the supply of custom AI products, optical digital signal processors (DSPs), active electrical cable (AEC) DSPs, PCIe retimers, data center interconnect (DCI) optical modules and Ethernet switching silicon solutions.
The company said about 3.9 million warrant shares vest through January 5, 2030, based on revenue from AWS-affiliated product purchases. Of these, about 2.7 million shares relate to custom AI products, and about 1.2 million shares relate to other products.

Summary

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Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

Expanded five-year, multi-generational agreement with AWS

Marvell said on December 2, 2024 that it is expanding its strategic relationship with Amazon Web Services (AWS) through a five-year, multi-generational agreement. The agreement includes collaboration across multiple AWS products and the use of AWS cloud infrastructure.

Source · Based on the filing body and exhibits

Data center semiconductor products covered by agreement

The company said the agreement covers the supply of custom AI products, optical digital signal processors (DSPs), active electrical cable (AEC) DSPs, PCIe retimers, data center interconnect (DCI) optical modules and Ethernet switching silicon solutions.

Source · Based on the filing body and exhibits

Revenue-linked vesting structure of warrant shares

The company said about 3.9 million warrant shares vest through January 5, 2030, based on revenue from AWS-affiliated product purchases. Of these, about 2.7 million shares relate to custom AI products, and about 1.2 million shares relate to other products.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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