Customer Profile

Celestial AI

celestial.ai Cited Sources 2Related Companies 5

Celestial AI specializes in AI-powered optical processing for satellites 1+12. The technology aims to enhance on-board data processing to enable faster insights and more efficient satellite operations 2.

The company was acquired by Marvell Technology in a transaction completed on February 2, 2026 1. The acquisition included $1 billion in cash and 27 million shares, with total value reaching up to $5.5 billion including milestones 1.

Last Updated: 2 months ago

Website

Investment Thesis

Key Differentiators

• Optical Interconnects: The company focuses on Photonic Fabric™ optical interconnect technology for AI computing and memory 2.
• Intellectual Property: Celestial AI acquired a silicon photonics patent portfolio from Rockley Photonics on November 7, 2025 1.
• Customer Adoption: Photonic Fabric technology is adopted by lead hyperscaler customers for AI infrastructure 1.

Risk Factors

• Acquisition Status: The company is no longer an independent entity following its acquisition by Marvell Technology on February 2, 2026 1.
• Revenue Projections: The company projects an annualized run rate of $500M by Q4 FY2028 and $1B by Q4 FY2029 (projection) 1.

Rocket Lab Relationship

A specific relationship exists where Celestial AI's hosted payload mission will be managed by Rocket Lab from its Mission Operations Center in Littleton, Colorado 1. This mission will also utilize Rocket Lab's global ground station network for communication support 1. No direct evidence was found of Celestial AI launching on Electron or Neutron rockets 1.