Nvidia's boss just crowned the next trillion-dollar chip company — ride the optical suppliers surging in its wake
Nvidia's CEO went on stage at a major tech conference and declared that Marvell Technology is headed for a $1 trillion valuation. That endorsement lit a fire under Marvell's stock and rippled through the entire optical networking sector, which makes the high-speed connections AI data centers depend on.
Idea
When the most influential figure in AI publicly endorses a company as the next trillion-dollar business, the market pays attention — and it doesn't stop at just that one stock. Nvidia's Jensen Huang specifically praised the optical networking supply chain, which connects the thousands of chips inside AI data centers together at blazing speeds. Companies like Lumentum and Coherent make those critical components and are riding Marvell's coattails higher. This kind of broad sector enthusiasm from a trusted voice often fuels multi-week rallies as money managers rotate into the theme.
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News sources
- Why Lumentum, Coherent and other optical stocks are rocketing toward big gains — MarketWatch
- Marvell stock soars as Nvidia CEO calls chipmaker 'the next trillion-dollar company' — Yahoo Finance
- Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang's $1T Endorsement — Yahoo Finance