Nvidia's CEO hails optical stocks as the AI era's real winners — accumulate Lumentum, Coherent, and Marvell
Nvidia's CEO Jensen Huang went on stage and praised Marvell Technology, predicting it could become a $1 trillion company. His comments lit a fire under optical-component makers — the companies that build the high-speed connections AI data centers need.
Idea
Nvidia's Jensen Huang just publicly predicted Marvell will reach a $1 trillion valuation, calling this the era of 'useful AI.' That endorsement from the most influential voice in AI hardware sent optical-component stocks surging. Optical components are the plumbing that connects AI servers together at massive speed — without them, data centers can't scale. With SoftBank dropping €75 billion on a French AI hub and Alphabet raising $80 billion for AI infrastructure, the build-out is real and accelerating. These optical suppliers are the picks-and-shovels play: they sell the gear everyone building AI needs.