# Nvidia's CEO just called Marvell the next trillion-dollar company — ride the AI chip momentum

_AI-generated trading idea · LONG · AVGO, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-called-marvell-the-next-trillion-dollar-co--44753b2f-3770-4102-bf9e-553766680286

Nvidia's CEO Jensen Huang publicly endorsed Marvell Technology on stage at a major tech conference, calling it the next trillion-dollar company. The stock jumped 18% on the news, and the broader AI chip sector is also getting a lift from Alphabet's announcement of $80 billion in new AI spending.

## Idea

When the most influential leader in AI hardware publicly says a company will reach a trillion-dollar valuation, investors pay attention — and that endorsement was paired with Marvell's CEO sharing the stage, signaling a real partnership. Alphabet separately announcing $80 billion in AI capital spending confirms the entire AI chip supply chain is seeing massive, sustained demand. Broadcom also rose 6% on the Alphabet news, showing the whole sector is lifting together. A rising tide in AI spending should keep pushing MRVL higher as analysts scramble to update their models.

## Key details

- Symbols: AVGO, MRVL
- Timeframes: H4
- Tags: \#ai\_chips, \#momentum, \#sector\_tide

## Community

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## News sources

- [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
- [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

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