{"id":842334,"date":"2026-06-03T21:42:28","date_gmt":"2026-06-03T21:42:28","guid":{"rendered":"https:\/\/www.europesays.com\/us\/842334\/"},"modified":"2026-06-03T21:42:28","modified_gmt":"2026-06-03T21:42:28","slug":"jensen-huang-just-called-this-the-next-trillion-dollar-ai-chip-stock","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/842334\/","title":{"rendered":"Jensen Huang Just Called This the Next Trillion-Dollar AI Chip Stock"},"content":{"rendered":"\n

As the CEO of the artificial intelligence giant Nvidia<\/strong>, the largest company in the stock market, with a market cap of over $5 trillion, Jensen Huang has developed quite a following.<\/p>\n

When Huang has something to say about AI, the market is usually paying close attention.<\/p>\n

Will AI create the world’s first trillionaire?<\/strong>\u00a0Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need.\u00a0Continue \u00bb<\/strong><\/a><\/p>\n

Yesterday, Huang, while speaking at a trade show called Computex, called Marvell Technology <\/strong>(NASDAQ:MRVL) a stock that will eventually hit a trillion-dollar market cap.<\/p>\n

The stock rocketed 32.5% higher yesterday and is up another nearly 5.5%, as of 1:20 p.m. ET.<\/p>\n

Still, Marvell only trades at around a $268 billion market cap, so it would experience fantastic gains if Huang\u2019s prediction comes true.<\/p>\n

Here\u2019s why Huang sees Marvell reaching $1 trillion.<\/p>\n

\"Two Two people looking at computer, with one pointing at it. <\/p>\n

Image source: Getty Images.<\/p>\n

Another critical component of the AI supply chain <\/p>\n

In recent weeks, several companies that make critical hardware for scaling the AI supply chain have seen their stocks soar.<\/p>\n

Memory stocks like Micron<\/strong>, which supply the memory that feeds data to graphics processing units (GPUs)<\/a>, have done well. Dell<\/strong>, a company that makes the servers and systems that house all of the components powering GPUs, also saw its stock melt up after incredibly strong earnings results.<\/p>\n

As large language models (LLMs) become more complex and require GPU clusters to scale, more of these components will be needed, driving demand.<\/p>\n

Huang sees Marvell playing a critical role in the supply chain as well.<\/p>\n

Many investors previously knew Marvell for making application-specific integrated circuits (ASICs), custom chips that help LLMs handle specific AI workloads at scale, potentially more efficiently than a GPU would.<\/p>\n

This business actually somewhat competes with Nvidia\u2019s general-purpose GPUs.<\/p>\n

But what Huang is referring to is Marvell\u2019s networking infrastructure products, which help transmit data between all the GPUs in a cluster; between various clusters in a data center; and even between data centers.<\/p>\n

These products include Ethernet switch ASICs, which focus on transmitting data between servers that package GPUs, and digital signal processors that move data between data centers, among others.<\/p>\n

Huang isn\u2019t just pumping the company, either. Nvidia invested $2 billion in the company back in March and announced a strategic partnership that would enable Nvidia customers to better scale.<\/p>\n

Has hype taken over? <\/p>\n

Marvell had already been enjoying a strong year, but Huang\u2019s comments have now put the stock up a whopping 243% this year.<\/p>\n

Interestingly, Marvell reported its first-quarter earnings results for fiscal year 2027 on May 27, yet the stock didn\u2019t move much.<\/p>\n

The company reported results in line with Wall Street analyst expectations. Year-over-year revenue<\/a> growth of 28% and adjusted earnings growth of 29% came in strong, but it isn\u2019t exactly eye-popping in the AI world these days.<\/p>\n

Marvell\u2019s CEO Matt Murphy said the company is projecting \u201crevenue growth to continue accelerating each quarter throughout fiscal 2027, driven by continued strength in our data center business.\u201d<\/p>\n

Guidance for the company\u2019s second quarter at the midpoint also came in higher than what analysts had been expecting.<\/p>\n

However, this recent run in the stock seems more powered by Huang\u2019s comments, whereas Micron and Dell soared after their specific earnings results.<\/p>\n

I do like the fact that Marvell has multiple AI businesses, including its custom chip business and network infrastructure products.<\/p>\n

However, the stock is not cheap, trading at close to 76 times forward earnings and over 23 times forward sales.<\/p>\n

It\u2019s also going to live and die somewhat with the AI trade. After such a big run driven largely by hype, investors may want to wait for better entry points or at least practice dollar-cost averaging if they do buy the stock.<\/p>\n

Should you buy stock in Marvell Technology right now? <\/p>\n

Before you buy stock in\u00a0Marvell Technology, consider this:<\/p>\n

The Motley Fool\u00a0Stock Advisor\u00a0analyst team just identified what they believe are the\u00a010 best stocks<\/a><\/strong>\u00a0for investors to buy now\u2026 and\u00a0Marvell Technology\u00a0wasn\u2019t one of them.\u00a0The 10 stocks that made the cut are built for long-term growth and could produce monster returns in the coming years.<\/p>\n

Consider when\u00a0Netflix<\/strong>\u00a0made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $449,393<\/strong>!*\u00a0<\/strong>Or\u00a0when\u00a0Nvidia<\/strong>\u00a0made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $1,366,006<\/strong>!*<\/strong><\/p>\n

That performance is why people listen. With a track record of\u00a0beating the S&P 500 by nearly 5x<\/strong>,\u00a0Stock Advisor\u00a0offers a distinct advantage. Don’t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built for the long haul.<\/p>\n

See the 10 stocks \u00bb<\/strong><\/a><\/p>\n

*Stock Advisor returns as of June 3, 2026. <\/p>\n

Bram Berkowitz<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Marvell Technology, Micron Technology, and Nvidia. The Motley Fool has a disclosure policy<\/a>.<\/p>\n

Jensen Huang Just Called This the Next Trillion-Dollar AI Chip Stock<\/a> was originally published by The Motley Fool<\/p>\n","protected":false},"excerpt":{"rendered":"As the CEO of the artificial intelligence giant Nvidia, the largest company in the stock market, with a…\n","protected":false},"author":3,"featured_media":842335,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21],"tags":[691,58702,738,5880,2010,44866,1671,2437,158,67,132,68],"class_list":["post-842334","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-supply-chain","tag-artificial-intelligence","tag-data-center","tag-jensen-huang","tag-marvell-technology","tag-nvidia","tag-stock-market","tag-technology","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/116688359494586135","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/842334","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=842334"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/842334\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/842335"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=842334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=842334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=842334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}