Nvidia's CEO hails the 'useful AI' era and optical stocks are rocketing — catch the sector-wide rally
Nvidia's CEO Jensen Huang went on stage and said Marvell Technology could hit a $1 trillion valuation. That bold call lit a fire under Marvell and the whole optical-components sector — companies that make the high-speed connectors AI data centers can't function without.
Idea
Nvidia's Jensen Huang doesn't throw around trillion-dollar predictions casually. When he said Marvell could reach a $1 trillion valuation at Computex, it wasn't just praise for one company — it was a signal about the entire optical networking supply chain. Optical components are the high-speed cables and lasers that connect thousands of AI chips inside data centers. As companies like Alphabet pour $80 billion into AI infrastructure, the companies making these essential connectors see demand soar. Lumentum and Coherent are pure-play optical names that tend to move together when the sector gets hot. Spreading a trade across all three gives you exposure to the trend while reducing the risk of picking just one winner.