The Next Trillionaire: Marvell Stock Surges Following Jensen Huang’s Prophecy

A single word from the head of NVIDIA can redistribute trillions of dollars in market cap. On June 2, 2026, at the COMPUTEX exhibition in Taipei, Jensen Huang named Marvell Technology "the next trillion-dollar company in the semiconductor market," sparking an immediate rally in its stock.

Huang’s words are not an empty compliment, but cold market architecture. Building massive AI Factories has hit a network bottleneck. Training large multimodal models requires instantaneous data exchange between hundreds of thousands of GPUs. Conventional copper wiring is powerless, forcing clusters to shift to optical interconnects. Marvell holds an absolute monopoly on the development of silicon optical transceivers and ultra-high-bandwidth network controllers. By naming Marvell the new favorite of the supercycle, NVIDIA is effectively shaping its pool of trusted suppliers to ensure the operation of its Vera and Rubin chips.

Source: Marvell / NVIDIA / Reuters