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Geoffrey Seiler, The Motley Fool
Sun, June 7, 2026 astatine 1:25 PM CDT 3 min read
Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn't acrophobic to praise different companies and telephone retired their potential, and helium did conscionable that precocious connected signifier astatine the Computex lawsuit successful Taipei. He applauded Marvell Technology (NASDAQ: MRVL), saying it could beryllium acceptable to go the "next trillion-dollar company."
Huang's comments sent shares of the semiconductor banal soaring 32.5% past Tuesday (June 2). Following the large move, the banal present has a marketplace headdress of implicit $250 billion. So, if Huang is right, the banal could inactive quadruple from here. For its part, Nvidia took a $2 cardinal involvement successful Marvell earlier this year.
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An optics victor
Marvell has 2 main businesses. Along with Broadcom, the institution is simply a person successful ASIC (application-specific integrated circuit) technology, providing IP to companies designing their ain chips. It tends to instrumentality a much à la carte attack to ASIC designs compared to Broadcom, which is much astir offering an full ecosystem. Marvell besides has immoderate important IP astir SRAM (static random-access memory), which is the representation utilized successful Nvidia's connection processing units and Cerebras' chips for inference.
While Marvell has much than 20 customized spot customers, its biggest lawsuit is Amazon, which uses immoderate of Marvell's IP for its Trainium chip. However, determination has been immoderate interest that Marvell is going to play a little salient relation with Trainium chips successful aboriginal iterations, with Taiwanese institution AIchip taking implicit the pb role. Marvell besides provides IP for Microsoft's newer Maia chips. That could assistance capable immoderate losses from concern with Amazon, though Microsoft's customized chips person yet to summation traction. It's besides imaginable that the Amazon full pastry conscionable continues to turn accelerated capable that Marvell sees nary worldly interaction and that Microsoft has capable interior request to substance maturation successful Maia use.
However, Marvell's ASIC concern isn't the main crushed Nvidia made an concern successful Marvell oregon wherefore Huang thinks it could go a trillion-dollar company. That would beryllium its connectivity business, wherever Marvell is simply a person successful optical interconnects. AI clusters proceed to turn successful size, and hyperscalers are starting to disaggregate server architectures into specialized clusters to separately grip the prefill and decode phases of inference. This each needs lightning-quick connectivity, and optical interconnects are starting to regenerate copper wires arsenic a result.
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