Jensen Huang Claims Marvell Will Be the Next Trillion-Dollar Company
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: Yahoo Finance
- Market Recognition Boost: Nvidia CEO Jensen Huang publicly endorsed Marvell at the Computex trade show in Taipei, calling it the 'next trillion-dollar company,' which led to a 27% surge in Marvell's stock price, increasing its market cap from $191 billion to $234 billion, reflecting strong market confidence in its future potential.
- Deepening Investment Partnership: Nvidia announced a $2 billion investment in Marvell to co-develop silicon photonics and other AI-centric telecommunications infrastructure hardware, a strategic collaboration that not only strengthens ties between the two companies but also provides Marvell with substantial financial support to drive technological innovation.
- Strong Financial Performance: Marvell reported revenue of $2.418 billion for the fiscal first quarter of 2027, marking a 28% year-over-year increase and exceeding the company's guidance midpoint by $18 million, showcasing the continued strength of its data center business and reinforcing market optimism about its future earnings.
- Broad Industry Outlook: With global data center capacity expected to double in the next four years, Marvell's networking solutions are increasingly vital for managing workloads and enabling AI, leading investors to be hopeful about its potential to achieve Huang's trillion-dollar valuation target, despite needing a 327% increase.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 224.360
Low
200.00
Averages
264.97
High
352.00
Current: 224.360
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Security Integration: This collaboration will integrate Akamai's Guardicore Segmentation solution with Nvidia's Vera BlueField-4 STX storage architecture, ensuring that data center operators can monitor threats without throttling GPU and CPU performance, thus improving overall security capabilities.
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- Historical Context: Cramer referenced Huang's previous market-moving comments, such as in January 2025 when his remarks on quantum computing led to a significant drop in related stocks, highlighting the market's sensitivity to his statements.
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