Nvidia's CEO just crowned the next AI winners — ride the optical-component wave on Lumentum, Coherent, and Marvell
Nvidia CEO Jensen Huang called Marvell 'the next trillion-dollar company' on stage at Computex, and Alphabet announced an $80 billion AI infrastructure budget. That combo is sending optical-component stocks — the companies that make the high-speed connections inside AI data centers — through the roof.
Idea
Jensen Huang's public endorsement of Marvell as a future trillion-dollar company is the kind of top-level validation that lifts an entire supply chain. Optical-component makers like Lumentum and Coherent build the lasers and connectors that AI data centers can't run without, and Alphabet's $80B spending commitment means demand is accelerating. When the most influential voice in AI highlights a sector, related stocks tend to ride that momentum for weeks. The rally is broad — not just one ticker — which signals real sector-wide money flowing in.
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News sources
- Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company' — Yahoo Finance
- Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement — Yahoo Finance
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch