Nvidia CEO Jensen Huang has declared Marvell Technology a potential ‘trillion-dollar company,’ underscoring its pivotal role in powering next-generation artificial intelligence infrastructure through advanced optical connectivity solutions.
Photograph: Kind courtesy Gerd Altmann/Pixabay.com
Key Points
- Nvidia CEO Jensen Huang publicly endorsed Marvell Technology as a potential ‘trillion-dollar company’ at Computex 2026, highlighting its importance in AI infrastructure.
- Marvell’s stock surged over 30% following Huang’s announcement, building on Nvidia’s earlier $2 billion investment to deepen their strategic partnership.
- The increasing demand for ‘Agentic AI’ necessitates advanced connectivity solutions to disaggregate and distribute computing across vast data centres.
- Traditional copper cabling is reaching its physical limits for high-speed data transfer in AI data centres, driving a critical industry shift towards optical interconnects.
- Marvell’s silicon solutions are vital for scaling AI clusters, providing essential optical connectivity from server components to geographically distributed networks without performance loss.
Nvidia CEO Jensen Huang has highlighted the growing importance of connectivity in powering next-generation artificial intelligence infrastructure as he joined Marvell chief Matt Murphy on stage at Computex 2026 and described the semiconductor company as a potential “trillion-dollar company”.
“The next trillion-dollar company, ladies and gentlemen,” said the CEO, as soon as he arrived on the stage, drawing applause from the audience on Tuesday.
Marvell stocks soared over 30 per cent after the Nvidia chief’s announcement, according to various media reports.
Earlier this year, Nvidia announced USD 2 billion investment in Marvell Technology to deepen their strategic partnership.
The Crucial Role of Connectivity in AI
Huang on Tuesday highlighted the importance of connectivity in enabling AI infrastructure, with Marvell’s technology playing a crucial role in scaling and interconnecting data centres.
“Useful AI has arrived. It’s the reason why your demand is going through the roof. It’s the reason why my demand is going through the roof,” said Huang at the global technology event organised by the Taiwan External Trade Development Council.
He said that the new computing pattern that makes it possible is called agents, and these agents have a particular computing platform, a computing pattern that is disaggregated and distributed.
“When you take a computing problem, and you disaggregate it into a lot of parts, and you distribute it across the entire data centre. What’s necessary is connectivity. That’s the reason why Matt’s doing so well. That’s the reason why Marvell is so essential,” he said.
Meeting the Demands of Agentic AI
The remarks come as technology companies race to build larger AI systems that require thousands of chips to work together across data centres, increasing the importance of high-speed networking and data transfer technologies.
Agentic AI acts as a digital worker rather than merely responding to queries under conventional generative AI. The model relies on large-scale computing infrastructure, making connectivity a critical component of AI deployment.
Shifting from Copper to Optical Connectivity
Murphy said the industry is facing growing challenges in scaling connectivity using conventional copper-based technologies inside data centres.
Copper cables are hitting a hard ceiling because the interconnects face severe signal degradation, escalating power requirements, and extreme heat generation at terabit data speeds.
Murphy whose company established its largest global research and development hub in India outside its California headquarters emphasised that the traditional use of copper cabling within server racks is reaching its physical limits.
“Going forward, even the connections within the rack will become optical, and the whole industry knows this is coming. So, we’ve been preparing for this moment, not just Marvell, but the industry,” he said, adding: “The future of AI data centres is all optically connected infrastructures.”
Marvell said its silicon solutions connect everything from server components inside a rack to geographically distributed networks, helping scale AI clusters without sacrificing performance.
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