$NVDA CEO Jensen Huang saying $MRVL can become “the next trillion-dollar company” doesn’t sound crazy when you realize it sits directly inside one of the biggest bottlenecks of the AI buildout: networking.
Marvell is trying to become the connective tissue of the AI factory with exposure to custom ASICs, optics, switching, photonics and data movement layer every large-scale AI system needs.
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$MRVL sits directly inside one of the most important bottlenecks of the AI build out.
Jensen Huang just called Marvell the next company to join the trillion dollar club.