# Nvidia's CEO hails the AI infrastructure boom — optical stocks are the hidden winners to buy

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

> Canonical page: https://commonquant.ai/research/for-you/nvidia-s-ceo-hails-the-ai-infrastructure-boom-optical-stocks--d98f4e0a-4992-41d0-ae06-0a0466a27342

Nvidia's CEO Jensen Huang went on stage and said Marvell Technology could become a trillion-dollar company. That endorsement is sending a wave of excitement through the companies that make optical components — the parts that connect AI data centers together at lightning speed.

## Idea

When the most influential person in AI — Nvidia's Jensen Huang — publicly says a company will hit a trillion-dollar valuation, the market listens. His comments about Marvell are sparking broad excitement for the optical component companies that supply the hardware AI data centers desperately need. Lumentum and Coherent make the lasers and connectors that move data between servers at massive speeds, and they're often overlooked when investors chase the big AI names. If AI spending continues to accelerate (and companies like Alphabet just committed $80 billion to prove it), these behind-the-scenes suppliers could keep climbing as demand for their parts surges.

## Key details

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

## 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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