Nvidia's CEO hails optical chips as the future — ride the momentum on Lumentum and Coherent
Nvidia's CEO Jensen Huang publicly predicted Marvell will become a trillion-dollar company and praised optical components, sending the entire optical networking sector sharply higher.
Idea
When the most influential figure in AI hardware publicly endorses a company and an entire supply chain, money tends to flow into that sector for days afterward. Nvidia's Jensen Huang called Marvell the next trillion-dollar company at Computex, and his bullish comments specifically highlighted the optical components that connect AI data centers together. Lumentum and Coherent make those exact components and are already surging — but if AI infrastructure spending keeps accelerating as every major tech company races to build out capacity, these suppliers could keep climbing as orders pour in.