Nvidia CEO Jensen Huang said Marvell Technology could become the next trillion-dollar company during the Computex 2026 event in Taipei [1, 2].

The endorsement from the leader of the world's most valuable AI chip company signals a shift in investor focus toward the networking infrastructure that connects AI clusters. As data centers scale, the efficiency of moving data between chips becomes as critical as the processing power of the chips themselves.

Marvell shares reacted to the comment, jumping more than 25% [3]. Other reports placed the surge as high as 32% [2], while some analysts noted a rally of 26% [4].

Huang highlighted Marvell's role in the AI-driven data-center market, specifically praising the company's latest hardware innovations. Marvell recently unveiled a new AI/cloud data-center switch capable of 102.4 Tbps [5]. This new hardware uses 25% less power than competing products [5].

"Marvell is the next trillion-dollar company," Huang said [2].

Not all market observers shared the enthusiasm. Jim Cramer said the rapid surge in Marvell's valuation following the prediction was concerning [4].

The timing of the announcement coincides with the broader industry push to reduce the massive energy requirements of artificial intelligence. By combining high throughput with lower power consumption, Marvell is positioning its hardware as a solution for the sustainability challenges facing global cloud providers.

“"Marvell is the next trillion-dollar company."”

This development underscores the growing importance of the 'interconnect' layer in AI architecture. While GPUs receive the most attention, the networking switches that manage data flow are essential to prevent bottlenecks. Huang's public backing of Marvell suggests that power efficiency in networking will be a primary driver of valuation in the next phase of AI infrastructure expansion.