Jensen Huang sparks an optical-component frenzy — ride Lumentum and Coherent higher
Nvidia's CEO Jensen Huang publicly praised Marvell Technology and said the age of 'useful AI' has arrived. His comments lit a fire under the entire optical-components sector — the companies that build the high-speed connections AI data centers desperately need.
Idea
Jensen Huang's public endorsement of Marvell — calling it a future trillion-dollar company — didn't just lift one stock. It reignited the whole optical-networking supply chain, because AI data centers need vastly more high-speed optical connections than traditional ones. Lumentum and Coherent make exactly those components, and their stocks are now breaking out with heavy volume. When the most influential voice in AI highlights a bottleneck, the companies that solve it tend to keep running for weeks.