The Motley Fool
06 Jun 2026, 02:13 UTC · 3h ago
Jensen Huang Just Said This AI Chip Stock Could Be the Next $1 Trillion Company (Hint: It's Not AMD or Sandisk)
The Motley Fool
06 Jun 2026, 02:13 UTC · 3h ago
Story key points
5 claims · impact-rated
Nvidia and Marvell have formed a strategic partnership involving a $2 billion investment from Nvidia into Marvell. — A direct capital injection and strategic alignment from the dominant AI chip leader provides a massive valuation catalyst and operational validation for Marvell.
+0.80Nvidia CEO Jensen Huang publicly identified Marvell as the 'next trillion-dollar company'. — Endorsements from high-influence CEOs like Huang frequently trigger significant retail and institutional buying pressure.
+0.70Marvell is collaborating with Nvidia on NVLink Fusion for semi-custom AI infrastructure, optical interconnects, and silicon photonics. — Integration into Nvidia's proprietary ecosystem (NVLink) makes Marvell a critical infrastructure provider for AI scaling.
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Marvell's management expects data center revenue to grow by 40% and interconnect business by 50% this fiscal year. — Strong guided growth in AI-adjacent sectors supports a bullish long-term fundamental thesis.
+0.50Marvell's valuation is currently trading at a premium with a forward P/E of 72 and an EV/EBITDA exceeding 55. — High valuation multiples increase the risk of a sharp correction if growth targets are missed.
-0.40Ticker attribution
Model heads
Received a strong endorsement from Nvidia's CEO as a future trillion-dollar company and is seeing significant revenue growth and AI positioning.
The company is actively investing $2 billion into a strategic partnership to expand its AI infrastructure ecosystem.
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