# Nvidia's CEO just hyped the companies that wire AI data centers together — jump on optical stocks before they run too hot

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-just-hyped-the-companies-that-wire-ai-data-cent--4e574873-3969-4f70-b303-508471f8652f

Nvidia's CEO Jensen Huang just went on stage and praised Marvell Technology, saying it could hit a $1 trillion valuation. That endorsement is sparking a rally across companies that make optical components — the parts that connect AI data centers together at high speed.

## Idea

When Nvidia's CEO publicly predicts a company will reach a $1 trillion valuation, the market listens. His comments about Marvell and the arrival of "useful AI" are igniting interest in the whole optical-components supply chain — companies like Lumentum and Coherent that build the high-speed connections AI data centers desperately need. This is a classic case where one powerful endorsement lifts an entire sub-sector. With AI infrastructure spending still accelerating (Alphabet just announced $80 billion for AI buildout), these optical plays have both a short-term catalyst and a long-term tailwind.

## Key details

- Symbols: COHR, LITE, MRVL
- Timeframes: 1D
- Tags: \#ai\_infrastructure, \#semiconductors, \#momentum

## 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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