Nvidia's CEO just crowned the next AI winners — ride the optical stock surge on Lumentum and Coherent
Nvidia's CEO Jensen Huang publicly predicted Marvell Technology will become a trillion-dollar company, and Alphabet announced an $80 billion AI infrastructure push. His endorsement is lifting the entire optical-component sector — the companies that make the high-speed connectors AI data centers desperately need.
Idea
Jensen Huang's public endorsement of Marvell as a future trillion-dollar company isn't just one man's opinion — it signals how much AI-focused companies need optical networking parts. Alphabet separately committed $80 billion to AI infrastructure, which means massive orders for the companies that build high-speed data-center connections. When the most influential figure in AI singles out a sector, money tends to flood into the lesser-known companies in that supply chain. Lumentum and Coherent are smaller, pure-play optical names that could see outsized gains as investors look for 'the next Marvell.'