Jensen Huang, the CEO of Nvidia and one of the most closely watched voices in the semiconductor industry, has publicly declared that Marvell Technology will be the next artificial intelligence chip company to reach a $1 trillion market capitalization, according to The Motley Fool.
The prediction landed on June 14, 2026, and was picked up by major financial outlets including Yahoo Finance and The Globe and Mail — a signal of how seriously markets treat Huang's endorsements. His word carries unusual weight: Nvidia itself surpassed the $1 trillion mark on the back of AI-driven demand for its graphics processors, and his instincts on which chip companies benefit from the AI wave have proven commercially significant.
Marvell Technology occupies a different corner of the chip market than Nvidia. Rather than making the flagship GPUs used to train large AI models, Marvell specializes in custom silicon — chips designed to the specific requirements of large cloud customers like Amazon, Google, and Microsoft. As those hyperscalers look to reduce dependence on any single supplier and optimize costs, custom chip programs have become a major growth area.
A $1 trillion valuation would represent an enormous leap for Marvell, which currently trades at a fraction of that figure, making Huang's claim an aggressive long-range forecast rather than a near-term target.
Why it matters: When the architect of the AI chip boom singles out a company as the next trillion-dollar winner, it reshapes how investors, customers, and competitors think about the entire custom silicon market.