--- title: "Jensen Huang: Marvell Tech may become the \"next trillion-dollar company\"" type: "News" locale: "en" url: "https://longbridge.com/en/news/288389735.md" description: "During Computex 2026 in Taipei, NVIDIA CEO Jensen Huang publicly supported its partner Marvell Tech (MRVL), stating that it could become \"the next trillion-dollar company.\" Jensen Huang revealed that NVIDIA has made a strategic investment in Marvell and emphasized Marvell's core position in the AI data center interconnect field. The CEOs of both companies appeared together, solidifying their deep binding relationship in the data center infrastructure sector, and external expectations for Marvell's benefits in the AI supercomputing cycle have increased" datetime: "2026-06-02T08:26:29.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288389735.md) - [en](https://longbridge.com/en/news/288389735.md) - [zh-HK](https://longbridge.com/zh-HK/news/288389735.md) --- # Jensen Huang: Marvell Tech may become the "next trillion-dollar company" On the second day of Computex 2026 in Taipei, NVIDIA (NVDA.US) CEO Jensen Huang publicly supported partner Marvell Technology (MRVL.US), stating that it could become "the next trillion-dollar company," bringing the strategic cooperation between the two companies to the forefront. Huang directly linked Marvell's core position in AI data center interconnects to the explosive growth in AI computing demand and revealed that NVIDIA has made a strategic investment in Marvell. CEO Murphy responded that since NVIDIA's investment, Marvell's stock price has performed well: "Thanks to Jensen, just keep investing." The joint appearance of the two CEOs further solidified the deep binding relationship between NVIDIA and Marvell in the data center infrastructure sector, raising external expectations for Marvell's benefits during the AI supercomputing cycle. **Decentralization of AI Computing Power Fuels Explosive Demand for Connectivity** In the dialogue, Huang elaborated on the logic of connectivity technology becoming central to AI infrastructure: The current new AI computing model represented by "agents" requires the decomposition of computing tasks and their distributed deployment across the entire data center, thus generating a huge demand for high-speed interconnects. "That's why Matt is doing so well, and that's why Marvell is so indispensable," Huang said. He pointed out that NVIDIA supports this by aggregating computing, memory, and bandwidth across large-scale clusters, with connectivity technology underpinning it all. In his view, the core sign that AI has entered the "useful stage" is that token production has begun to be profitable: When token production is profitable, everyone wants to produce more tokens, which is precisely why the demand for Marvell and NVIDIA is so strong. **NV Link Fusion: A Key Bridge for Heterogeneous Data Centers** Huang detailed the NV Link Fusion technology jointly launched by NVIDIA and Marvell in the dialogue. This solution aims to allow cloud service providers (CSPs) to access NVIDIA's system architecture and network technology stack while developing custom chips. Specifically, NV Link Fusion integrates NVIDIA's platform technology with Marvell's capabilities in interconnect, silicon photonics, and optical technology, thereby constructing a "decentralized, distributed, heterogeneous" data center. Huang stated that under this architecture, customers can choose the Vera CPU as the orchestration layer or opt for Marvell's custom solutions while still reusing NVIDIA's network technology. "You don't have to buy everything from us; just buy a part of it." Huang expressed that NVIDIA is happy to support various needs alongside customers and partners, "Your customers are also our customers; NVIDIA and Marvell are both on AWS and all major cloud platforms." Murphy added that the concept of NV Link Fusion was proposed years ago, "it may have been slightly ahead of its time, but now the timing is right." **Copper Cables and Fiber Optics: Long-term Coexistence, Each with Boundaries** At the end of the dialogue, both parties discussed the timeline for the transition from copper cables to fiber optics within data centers. Jensen Huang's judgment is: copper cables and fiber optics will coexist for a long time, and it is not an either-or situation. His strategy is "to use copper cables whenever possible, and to use fiber optics only when necessary"—copper cables have limitations in bandwidth and transmission distance, and once these boundaries are exceeded, fiber optics will take over the expansion needs between racks, between data centers, and across data centers. "In the next 5 to 10 years, we will use a lot of copper cables and a lot of fiber optics," Huang said, "these data centers are already part of the infrastructure." This statement implies that Marvell is in a position to continuously benefit in both the copper cable and fiber optic fields ### Related Stocks - [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [MVLL.US](https://longbridge.com/en/quote/MVLL.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) ## Related News & Research - [Jensen Huang's comment on Marvell stock 'figurative, not literal': CJ Muse argues](https://longbridge.com/en/news/288467256.md) - [Marvell Thinks Agentic AI Could Trigger Another Infrastructure Boom](https://longbridge.com/en/news/287948491.md) - [Should You Buy Marvell Stock Today?](https://longbridge.com/en/news/288348411.md) - [Options data reveals where Marvell stock will head after Q1 earnings](https://longbridge.com/en/news/287803928.md) - [Marvell stock could soar 410% and reach a $1 trillion valuation, Jensen Huang says](https://longbridge.com/en/news/288420773.md)