The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain

Nvidia CEO Jensen Huang predicted that Marvell Technology, a chipmaker specializing in data center networking and connectivity solutions, could become the next trillion-dollar company. Marvell has pivoted from consumer devices to focus on high-speed optical connectivity chips, ASICs, and DPUs for AI data centers. With a $2 billion Nvidia investment and strong partnership through NVLink Fusion, analysts project Marvell's revenue and EBITDA to grow at 41% and 43% CAGRs respectively through 2029, potentially driving the stock up eightfold over the next decade.