# Nvidia's CEO says the AI boom needs optical tech — jump on the suppliers powering data centers

_AI-generated trading idea · LONG · COHR, LITE, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-says-the-ai-boom-needs-optical-tech-jump-on-the--2742a0a8-e3fd-40ff-89c8-41d0e3f4220f

Nvidia's CEO Jensen Huang went on stage and predicted Marvell Technology will hit a $1 trillion valuation. That endorsement lit a fire under optical component makers like Lumentum and Coherent, whose hardware is essential for connecting AI data centers together at high speed.

## Idea

Nvidia's Jensen Huang just told a packed audience that Marvell is headed for a $1 trillion valuation, and the comment is sparking a buying frenzy across optical component stocks. Companies like Lumentum and Coherent make the lasers and fiber-optic connectors that AI data centers desperately need to move massive amounts of data between chips. When the most influential voice in AI endorses the pick-and-shovel suppliers beneath his own products, that signal tends to carry weight for weeks. These smaller optical companies could see their order books fill up fast as big tech players like Alphabet pour $80 billion into AI infrastructure.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#AI\_infrastructure, \#optical\_networking, \#momentum, \#Nvidia

## Community

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## News sources

- [Why Lumentum, Coherent and other optical stocks are rocketing toward big gains](https://www.marketwatch.com/story/why-lumentum-coherent-and-other-optical-stocks-are-rocketing-toward-big-gains-d5a2e9c7?mod=mw_rss_topstories) — MarketWatch
- [HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat \| Stock Movers](https://www.bloomberg.com/news/videos/2026-06-02/hpe-rises-on-sales-outlook-victoria-s-secret-soars-on-profit-beat-stock-movers) — Bloomberg

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