Nvidia's CEO just hyped the companies that wire AI data centers together — jump on optical stocks before they run too hot
Nvidia's CEO Jensen Huang just went on stage and praised Marvell Technology, saying it could hit a $1 trillion valuation. That endorsement is sparking a rally across companies that make optical components — the parts that connect AI data centers together at high speed.
Idea
When Nvidia's CEO publicly predicts a company will reach a $1 trillion valuation, the market listens. His comments about Marvell and the arrival of "useful AI" are igniting interest in the whole optical-components supply chain — companies like Lumentum and Coherent that build the high-speed connections AI data centers desperately need. This is a classic case where one powerful endorsement lifts an entire sub-sector. With AI infrastructure spending still accelerating (Alphabet just announced $80 billion for AI buildout), these optical plays have both a short-term catalyst and a long-term tailwind.