Nvidia's CEO hails the optical industry on stage — ride the momentum in Lumentum, Coherent, and Marvell
Nvidia's CEO Jensen Huang publicly praised Marvell Technology on stage and predicted it would reach a $1 trillion valuation. His comments lit a fire under the entire optical-components sector — the companies that make the high-speed connectors AI data centers depend on.
Idea
When the most influential voice in AI — Nvidia's Jensen Huang — singles out a company on stage at a major trade show and predicts a $1 trillion valuation, the market pays attention. His comments didn't just lift Marvell; they sparked a rally across all optical-component makers because these companies supply the high-speed interconnects that make AI data centers work. Optical stocks tend to move in packs once the narrative catches fire, and with AI capital spending still accelerating (Alphabet alone is raising $80 billion for AI buildout), demand for these components should stay strong. The risk is that some of these names have already moved fast, so timing entries on short pullbacks rather than chasing the initial gap is key.