Nvidia's CEO just hyped Marvell to a trillion dollars — the real winners are the optical suppliers no one's talking about
Nvidia's CEO Jensen Huang went on stage and publicly praised Marvell Technology, saying it could reach a $1 trillion valuation. His comments instantly lit a fire under optical component makers like Lumentum and Coherent, whose products are essential for AI data centers.
Idea
When Nvidia's Jensen Huang talks up a company, the market listens — he just predicted Marvell could be worth $1 trillion. But the bigger opportunity might be the companies that supply the optical components connecting all those AI chips together in data centers. Lumentum and Coherent make the lasers and fiber-optic parts that AI servers literally can't function without. These are smaller companies that could see massive revenue jumps if AI spending keeps surging, and they're still early in their moves compared to the big-name AI stocks everyone already knows about.