Nvidia's CEO hails AI optics as the next frontier — catch the rally in Lumentum and Coherent
Nvidia's CEO Jensen Huang just publicly praised Marvell Technology and said the age of 'useful AI' has arrived. His comments are sparking a massive rally in optical component makers like Lumentum and Coherent — the companies that build the hardware connecting AI data centers together.
Idea
When the most influential person in AI — Nvidia's Jensen Huang — publicly says a company will reach a $1 trillion valuation, the market pays attention. His comments about Marvell and the broader optical components sector are sending stocks like Lumentum and Coherent sharply higher. Optical components are the plumbing of AI data centers — they move data between servers at lightning speed, and demand is exploding as companies like Alphabet pour $80 billion into AI infrastructure. This kind of CEO-driven enthusiasm from an industry leader tends to pull in waves of new buyers over days and weeks, not just one day.