Nvidia's CEO just ignited optical stocks — ride the AI infrastructure wave
Nvidia's CEO Jensen Huang publicly praised Marvell Technology at a major trade show, saying it could reach a $1 trillion valuation. His comments lit a fire under optical-component makers like Lumentum and Coherent, whose products are essential for AI data centers.
Idea
When Nvidia's CEO talks up a sector, investors listen — and optical components are the pipes that connect AI chips together inside massive data centers. SoftBank's newly announced €75 billion French data hub and Alphabet's $80 billion AI fundraise prove that build-out spending is accelerating. That spending directly flows to companies making the lasers and optical switches those data centers need. The stocks are already moving, but with this much capital flooding into AI infrastructure, the demand story is just getting started.