Nvidia CEO Jensen Huang has publicly floated another chipmaker as a future giant: Marvell Technology. According to multiple reports, including Yahoo Finance and The Globe and Mail, Huang recently pointed to Marvell (NASDAQ: MRVL) as a company he believes could become the next trillion-dollar name in the semiconductor industry.
Crypto Briefing reports the comments were made at Computex 2026, framing Marvell as a candidate to reach a $1 trillion market capitalization. Huang, Nvidia's co-founder and CEO, is known for publicly naming stocks he considers worthwhile, and this is being treated as another such call.
The endorsement appears to have moved more than one stock. TipRanks reports that AMD shares surged after Huang described Marvell as a company that "could become the next trillion-dollar chip stock," suggesting investors read his remarks as a broader signal about the sector.
Several outlets, including The Globe and Mail and Yahoo Finance, have paired the news with an investing question of their own: whether Marvell is actually the better stock to buy, rather than simply accepting the prediction at face value.
Why it matters: When the head of the world's most influential AI chip company singles out a peer as a future trillion-dollar business, investors listen — and the ripple effects, as the reported AMD move shows, can extend well beyond the single company he named.