# Nvidia's CEO hails the AI infrastructure buildout — optical stocks are the picks and shovels to own

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-the-ai-infrastructure-buildout-optical-st--6829e7aa-ecec-4207-8d73-ff0e082957b5

Nvidia's CEO Jensen Huang just publicly praised Marvell Technology and said it could reach a $1 trillion valuation. His comments lit a fire under optical networking stocks — the companies that make the high-speed connections AI data centers desperately need.

## Idea

When Nvidia's CEO talks up a sector, the market listens. His specific endorsement of Marvell — and his broader point that 'useful AI has arrived' — validates the entire optical networking supply chain. These companies make the laser-based connections that link thousands of AI chips together inside data centers. With SoftBank pledging €75 billion for a single AI data hub and Alphabet raising $80 billion for AI infrastructure, the demand pipeline is massive. Optical component stocks are the picks-and-shovels play on this buildout, and they're just starting to break out.

## Key details

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

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## News sources

- [SoftBank Bets Big on AI: €75 Billion to Build Massive French Data Hub](https://finance.yahoo.com/sectors/technology/articles/softbank-bets-big-ai-75-123419235.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
- [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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