Nvidia's CEO just crowned the next AI winners — ride the optical networking wave
Nvidia's CEO Jensen Huang publicly called Marvell 'the next trillion-dollar company' at a major tech conference, while Alphabet announced an $80 billion AI investment. The comments are lifting the entire optical networking and chip sector — companies that make the high-speed connectors and lasers AI data centers desperately need.
Idea
When Nvidia's CEO — arguably the most influential voice in AI — publicly endorses a company as the next trillion-dollar name, the market pays attention. Marvell soared 18%, but the ripple effect is broader: optical component makers like Lumentum and Coherent are also surging because they supply the high-speed connections that make AI data centers work. Alphabet separately committing $80 billion to AI infrastructure reinforces that this spending cycle is massive and real. These smaller optical companies are still early in their move and have more room to run compared to the already-giant chip names.
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News sources
- Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement — Yahoo Finance
- Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company' — Yahoo Finance
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch