AMD vs. Marvell Technology: Which Will Be the Next Trillion-Dollar Stock?

Despite Nvidia CEO Jensen Huang's prediction that Marvell Technology will become the next trillion-dollar company, AMD is better positioned to reach that milestone first. AMD's $848B market cap, dominance in the CPU market, and expected 35% CAGR growth in server CPUs through 2030 give it a significant advantage over Marvell's $244B valuation. However, both companies are well-positioned to benefit from the AI boom, particularly as demand for custom ASICs and CPUs increases with the shift toward agentic AI.