Nvidia's boss just hyped the companies that wire AI data centers together — catch the optical rally
Nvidia's CEO Jensen Huang went on stage and said Marvell Technology could be worth $1 trillion, and praised the whole optical-components industry. That endorsement sent Marvell, Lumentum, and Coherent sharply higher.
Idea
When the most influential person in AI — Nvidia's Jensen Huang — publicly predicts a company will hit a $1 trillion valuation, the market pays attention. His comments at Computex didn't just lift Marvell; they sparked a rally across optical-component makers like Lumentum and Coherent, whose products are essential for the high-speed connections inside AI data centers. This is a classic 'rising tide' moment: one leader's endorsement is lifting an entire supply chain. The optical stocks still trade well below the valuations of the big AI chipmakers, so there's room to run if the enthusiasm holds.