# Jensen Huang hyped Marvell as a future trillion-dollar company — grab the optical suppliers powering the AI buildout

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

> Canonical page: https://commonquant.ai/research/for-you/jensen-huang-hyped-marvell-as-a-future-trillion-dollar-compa--446b3077-1898-4f69-86c8-19b880cd87ab

Nvidia's CEO Jensen Huang publicly predicted Marvell will become a trillion-dollar company, sending its stock up 18%. His comments also ignited a broad rally in optical-component makers like Lumentum and Coherent, which supply the hardware that connects AI data centers together.

## Idea

Jensen Huang's public endorsement of Marvell as a future trillion-dollar company is the most visible signal yet that AI infrastructure spending is spilling beyond Nvidia itself. Optical-component makers like Lumentum and Coherent are the 'picks and shovels' of AI — they make the lasers and connectors that link thousands of GPUs together in data centers. When the CEO of the world's most important AI company highlights this supply chain on stage at a major trade show, it tends to lift the entire group. Alphabet separately committing $80 billion to AI capex reinforces the demand backdrop.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: D1
- Tags: \#ai\_infrastructure, \#momentum, \#optical\_networking

## Community

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## News sources

- [Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company'](https://finance.yahoo.com/markets/article/marvell-stock-soars-as-nvidia-ceo-calls-chipmaker-the-next-trillion-dollar-company-130932917.html) — Yahoo Finance
- [Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement](https://finance.yahoo.com/markets/stocks/articles/broadcom-jumps-6-alphabet-80b-132541999.html) — Yahoo Finance
- [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

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