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Nvidia's CEO hypes AI supply chain on stage — optical stocks are the picks-and-shovels play

Nvidia's CEO Jensen Huang praised Marvell Technology on stage and said it could reach a $1 trillion valuation. His comments are sparking a rally in companies that make optical components — the parts that connect AI data centers together at high speed.

Idea

Nvidia's CEO just put a spotlight on the companies building the plumbing behind AI data centers. Optical components from Lumentum and Coherent are essential for moving huge amounts of data between servers — you can't scale AI without them. When the most influential figure in AI singles out a supply chain, investors tend to pile in over the following days. These stocks are still small enough that a wave of new attention can move them significantly.

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COHRLITEMRVLD#ai_infrastructure#optical_networking#nvidia_supply_chain

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