Nvidia CEO Jensen Huang tells investors that Marvell Technology could become the next “trillion-dollar” company, a remark that drives a sharp rise in Marvell shares in early trading. Huang makes the comments while appearing on stage with Marvell chief executive Matt Murphy at Computex 2026 in Taipei. Multiple outlets report that Marvell stock surges roughly mid-20% range in premarket and out-of-hours trading after the announcement, with some reports citing gains around 25% to 30%.
Several sources frame Huang’s statement in the context of accelerating demand for AI infrastructure. They say Huang emphasizes the importance of connectivity—such as networking and interconnect technologies—in scaling and linking AI data centers, positioning Marvell as a key supplier of networking and related semiconductor components used alongside AI hardware.
The reports also note that Nvidia and Marvell have a strategic relationship, including an announced $2 billion investment earlier this year. Huang’s prediction is also described as implying a valuation multiple of several times Marvell’s current market value. The outlets agree the comments are associated with heightened investor optimism around AI hardware and infrastructure demand.
