Marvell Set for Gains After Nvidia CEO’s ‘Trillion Dollar’ Projection - TheStreet Pro

At a tech conference in Taipei on June 3, 2026, NVIDIA CEO Jensen Huang boldly predicted that AI chipmaker Marvell Technology could become the next trillion-dollar company. This statement triggered a ... Read original →

Huang’s remark in Taipei, China signals a strategic pivot: AI infrastructure is shifting from compute-centric to connectivity-centric. Marvell’s dominance in optical interconnects and custom SerDes IP positions it as the linchpin for scaling GPU clusters, pressuring TSMC to ramp CoWoS-L capacity and intensify EUV adoption in advanced packaging. Yet, if U.S. export controls expand to high-speed interconnect chips, Marvell’s ~18% China revenue faces compliance risk, forcing supply chain reconfiguration. Broadcom and Cisco are already accelerating D2D interconnect R&D to bypass Marvell’s IP moat. Over the next 18 months, deployments by SpaceX’s Starlink AI edge nodes and Anthropic’s inference farms could catalyze Marvell’s valuation leap—especially in non-U.S. markets seeking NVIDIA-alternative architectures. However, its trillion-dollar trajectory hinges critically on a narrowing geopolitical window; accelerated U.S.-China tech decoupling would likely erase current market premiums.