# Nvidia's CEO crowns Marvell the next trillion-dollar chipmaker — ride the AI momentum

_AI-generated trading idea · LONG · AVGO, MRVL_

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-crowns-marvell-the-next-trillion-dollar-chipmak--6a10cdff-e249-4bc9-8ce4-3b87267d4c9f

Nvidia CEO Jensen Huang publicly called Marvell Technology 'the next trillion-dollar company,' sending the stock surging 18%. At the same time, Alphabet announced an $80 billion push into AI infrastructure, lifting the entire chip sector.

## Idea

When the most influential figure in AI chips publicly endorses a company as the next trillion-dollar player, the market pays attention — and Marvell's 18% pop proves it. This isn't just hype; Alphabet separately committing $80 billion to AI infrastructure confirms that spending in this space is accelerating, which directly benefits Marvell's custom chip business. Broadcom also jumped 6% on the same news, showing the whole group is re-rating higher. After a stamp of approval this loud from Jensen Huang, fund managers who don't own Marvell yet are likely to start buying dips, creating a floor under the stock.

## Key details

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

## 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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