Nvidia CEO Jensen Huang crowns Marvell Technology as next trillion dollar company at Computex 2026
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The tech that could make Marvell the next trillion dollar company
COMPUTEX 2026 The sun is slowly but surely setting on copper interconnects, Marvell CEO Matt Murphy claimed in his Computex keynote this week. Within the next decade the IP house expects photons to take the place of electrons and change the way datacenters are built and run in the process. And, if
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Nvidia and Marvell CEOs highlight role of connectivity in powering next-generation AI infra
Marvell stocks soared over 30% after the Nvidia chief's announcement, according to various media reports. Earlier this year, Nvidia announced $2 billion investment in Marvell Technology to deepen their strategic partnership. Nvidia CEO Jensen Huang has highlighted the growing importance of
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Nvidia CEO: Marvell Is 'Next Trillion-Dollar Company' -- Stock Explodes 20% - Marvell Technology (NASDAQ:M
* MRVL stock is climbing today. See the chart and price action here. Shares of Marvell surged as much as 22% in premarket trading Tuesday, with the stock changing hands around $258.58 as of early morning. The move adds to an already extraordinary 2026 run -- MRVL has climbed more than 158%
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Beyond GPUs: Why Marvell is capturing Wall Street's attention - Marvell: The Next AI Trillion-Dollar Contender?
Beyond GPUs: Why Marvell is capturing Wall Street's attention 1/11 Marvell: The Next AI Trillion-Dollar Contender? Nvidia CEO Jensen Huang has sparked excitement across the technology sector after suggesting that Marvell Technology could one day become a trillion-dollar company. The comments
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A company founded around a kitchen table could be world's next trillion-dollar company, says Nvidia CEO Jensen Huang. Who was Marvell's co-founder, who became a certified radio technician at the age of 13?
Nvidia CEO Jensen Huang has predicted that Marvell Technology could become the world's next trillion-dollar company, highlighting its crucial role in connecting the thousands of chips that power modern AI data centres. The spotlight has also turned to Marvell co-founder Sehat Sutardja, who became a
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Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'
Marvell Technology's shares surged more than 24 per cent in premarket trading on Tuesday after Nvidia CEO Jensen Huang called the chipmaker the next "trillion-dollar company." Huang and Marvell CEO Matt Murphy were speaking at the Computex week in Taipei on Tuesday. Marvell's market
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Marvell Technology: All Systems Go
Long recognized for its ASIC expertise, notably through its involvement in developing Amazon's Trainium chips, Marvell is increasingly being associated with silicon photonics - a technology deemed strategic for future AI infrastructure. This evolution was bolstered earlier this year when Nvidia
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Nvidia's Huang Says Marvell May Join $1 Trillion Club as AI Hardware Demand Soars
By Yang Jie and Sherry Qin Nvidia's Jensen Huang says Marvell Technology could be the next chip firm to join the trillion-dollar club, predicting a surge in demand for artificial-intelligence hardware fueled by the emergence of autonomous models. Speaking at a trade show in Taipei alongside
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Nvidia CEO Jensen Huang declared Marvell Technology could become the next trillion dollar company during Computex 2026, sending the stock soaring over 30%. The endorsement highlights Marvell's critical role in AI infrastructure through connectivity chips and silicon photonics as copper interconnects reach their physical limits in modern data centers.
Jensen Huang Predicts Marvell Technology Will Join Trillion Dollar Club
Nvidia CEO Jensen Huang made headlines at Computex 2026 in Taipei when he took the stage alongside Marvell CEO Matt Murphy and proclaimed the semiconductor company as "the next trillion dollar company, ladies and gentlemen." The dramatic endorsement sent Marvell Technology stock surging more than 30% in a single trading session, adding billions to its market capitalization and bringing renewed attention to the company's expanding role in AI infrastructure
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. With a current market cap of $191 billion, Marvell would need to nearly quintuple its valuation to reach the threshold Jensen Huang envisions, but the Nvidia chief's prediction appears grounded in structural shifts reshaping how AI data centers are built and operated3
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Source: ET
Why Networking and Connectivity Define the Next AI Bottleneck
Huang's endorsement wasn't mere flattery but reflected a fundamental thesis about the evolution of AI infrastructure. "When you take a computing problem, and you disaggregate it into a lot of parts, and you distribute it across the entire data center, what's necessary is connectivity," Huang explained during the keynote . As training and inference workloads scale across hundreds of thousands of interconnected chips, the bottleneck is no longer raw compute power but data movement. Marvell's optical interconnects, silicon photonics, and custom AI chips sit directly in the middle of this data movement bottleneck
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. Matt Murphy emphasized that connectivity is emerging as one of the biggest challenges facing the semiconductor industry, noting that "the distance a signal can travel over a copper cable is inversely proportional to the bandwidth, so every time you double the bandwidth, you have to cut the distance in half"1
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Source: The Register
Copper Cables Hit Physical Limits as Silicon Photonics Takes Over
The fastest network interconnects today operate at 200 Gbps per lane, but at these speeds copper cables can only carry a signal about 2.5 meters, effectively limiting data center interconnects
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. With Nvidia's next-gen NVSwitch silicon in its Vera Rubin platform doubling speeds to 400 Gbps, copper's reach will be halved again. Murphy predicted a profound transformation ahead: "Think about 10 years in the future and it's a world where a lot of the copper connections are gone. Going forward, even the connections within the rack will become optical, and the whole industry knows this is coming"1
. Marvell has been preparing for this moment through strategic acquisitions, including Inphi in 2020, which specialized in optoelectrical interconnects, and more recently Celestial AI's silicon photonics interconnect technology. In March, Nvidia invested $2 billion in Marvell Technology to advance these optical networking capabilities1
.Disaggregated Data Center Architecture Reshapes AI Systems
The shift to optical interconnects enables a fundamental reimagining of data center design. Murphy explained that when everything from CPUs and GPUs to memory and storage are optically interconnected, they no longer need to be in the same box. "With optics, distance doesn't matter. So now we can change the size of the scale up domain from 72 or 144 XPUs or GPUs to 1,000 or more, all optically interconnected," he said
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. This disaggregated data center approach means resources can be reconfigured on the fly to achieve the ideal ratio of CPU to GPUs to system memory for specific workloads. Google is already implementing this to a lesser extent with its TPU clouds, using optical circuit switches to adjust the number and topology of TPUs to maximize inference or training performance1
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Source: Benzinga
Marvell's Growth Trajectory and Market Position
Marvell's data center segment accounts for roughly 76% of total revenue, and the company has raised its revenue outlook through fiscal 2027 and 2028
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. Analysts project its custom chip business to double by fiscal 2028, with the company forecasting that its custom AI chips segment could generate more than $10 billion in annual revenue by fiscal 20293
. Wall Street sentiment has turned decidedly bullish, with the analyst consensus sitting at Buy and an average price target of $208, with a street-high of $300 from HSBC3
. The stock has climbed more than 158% year-to-date in 2026, with a 52-week range stretching from $61.15 to $225.143
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Competition from Broadcom Looms Large
While Marvell's prospects appear strong, the company faces formidable competition from Broadcom, whose market cap already surpasses $2 trillion
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. Broadcom's customers include some of the largest hyperscalers in the world, including Google and Meta, and the company has been amassing its own broad portfolio of silicon photonics and optical technologies. The race to dominate connectivity chips and optical networking in AI data centers will likely determine whether Marvell can achieve the valuation Jensen Huang envisions or whether competitors will capture a larger share of this emerging market.What This Means for AI Infrastructure Investment
Huang's comments reflect a broader recognition that AI infrastructure extends far beyond GPUs. As agentic AI systems require disaggregated and distributed computing patterns, the ability to move data efficiently becomes as critical as processing power itself. "Useful AI has arrived. It's the reason why your demand is going through the roof," Huang told the Computex audience . Even if AI infrastructure demand moderates, major cloud providers could use silicon photonics and co-packaged optics to disaggregate compute resources and reassemble them a la carte, suggesting applications beyond the current AI boom
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. Marvell, which was founded around a kitchen table in 1995 by Sehat Sutardja, his wife Weili Dai, and his brother Pantas Sutardja, now finds itself positioned at the center of a technological transition that could reshape how data centers operate for the next decade .References
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