Jensen Huang Just Said This AI Chip Stock Could Be the Next $1 Trillion Company (Hint: It's Not AMD or Sandisk)
Written by Catie Hogan for The Motley Fool -> Nvidia invested $2 billion in Marvell as part of its expanded collaboration. Marvell's market capitalization is about $275 billion as of early June. Huang's comments sent Marvell's stock up by more than 30%. Jensen Huang is one of
Nvidia invested $2 billion in Marvell as part of its expanded collaboration.
Marvell's market capitalization is about $275 billion as of early June.
Jensen Huang is one of those rare CEOs who not only influences how investors feel about his company, but his words have a ripple effect throughout the market. On June 2, while on stage at Computex 2026, the Nvidia (NASDAQ: NVDA) CEO declared Marvell (NASDAQ: MRVL) "the next trillion-dollar company." Investors took his comments seriously, and Marvell's stock soared.
So why did Huang pick Marvell as the next trillion-dollar company? His comments seem to be based on the promise of a long-term partnership and are backed by impressive, growing numbers. Let's have a look.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Back in late March, Nvidia and Marvell announced a strategic partnership that included a $2 billion investment from Nvidia into the semiconductor company. According to the press release, the partnership builds on Nvidia's NVLink Fusion, a rack-scale platform that enables customers to develop semi-custom AI infrastructure using its NVLink ecosystem.
The two AI innovators will also partner to transform networks, develop optical interconnect solutions, and advance silicon photonics technology.
Marvell's growth suggests it could indeed join the trillion-dollar club, but there's still significant work to be done to achieve the milestone. Marvell's current market capitalization is impressive, but still just north of $275 billion as of this writing. That's a long way from $1 trillion.
