SoftBank’s $100B Marvell Gambit: AI Ambitions Fuel Massive Acquisition Play

SoftBank makes bold $100 billion power move—Marvell acquisition targets AI dominance

The AI Arms Race Heats Up

SoftBank's eyeing Marvell in what could become one of tech's largest-ever deals. That $100 billion price tag isn't just pocket change—it's a declaration of war in the artificial intelligence sector. They're not just dipping toes in the water; they're buying the entire ocean.

Strategic Positioning or Desperation?

The move screams strategic positioning, but Wall Street's already whispering about valuation insanity. When traditional investors play catch-up in tech, they typically overpay—and SoftBank's writing the textbook on that particular strategy. Another visionary bet or just another case of throwing money at the problem?

The Crypto Angle Everyone's Missing

While traditional finance scrambles for AI crumbs, decentralized networks continue building the actual infrastructure. Funny how the old guard always needs to acquire innovation rather than create it themselves.

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SoftBank looked into the idea a few months ago but did not reach a deal, the report said. While discussions have stopped for now, the company could revisit the plan later. The proposed deal WOULD have valued Marvell at about $80–100 billion, making it one of the biggest in tech history.

SoftBank’s Push Into AI Hardware

SoftBank has been shifting its focus toward AI investments, aiming to connect Arm’s chip designs with other hardware makers that build processors for AI data centers. Marvell makes custom chips used in cloud computing, networking, and AI systems, with major clients such as Amazon (AMZN) and Microsoft (MSFT).

A merger of Marvell and Arm could have created a strong rival to Nvidia (NVDA) and Broadcom (AVGO), two leaders in AI chips. Analysts said such a deal could help speed up the creation of custom AI chips for large data centers.

SoftBank already owns nearly 90% of Arm after its IPO last year and has been growing its AI plans. It has also invested in Ampere Computing, another chip company, and is working with OpenAI and Oracle (ORCL) on the Stargate project to build large AI data centers.

While no deal is expected soon, the report shows that SoftBank is betting heavily on AI hardware as it tries to match the success of leaders like Nvidia.

Is SFTBY a Good Stock to Buy Now? 

SFTBY stock has gained 164.61% so far in 2025, supported by its focus on AI and data center infrastructure projects. The company is making significant bets in the technology space, attracting investor interest.