Nvidia CEO endorses Marvell Technology as a potential trillion-dollar company and backs it with a $2 billion（約3200億円） investment, signaling the chipmaker's central role in AI data center infrastructure.

What happened: Nvidia CEO Jensen Huang publicly highlighted Marvell Technology as a potential trillion-dollar company. Nvidia has expanded its partnership with Marvell around optical interconnects (the technology that links data center systems together) and custom AI hardware for data centers, and made a $2 billion（約3200億円） investment in the company.

Why it matters: Marvell sits at the heart of AI infrastructure, providing custom silicon and high-speed optical networking that connect advanced data center systems. Huang's endorsement and Nvidia's capital commitment signal that major pools of capital now view Marvell as core AI infrastructure rather than a peripheral supplier. This positioning may influence how large cloud providers source key components for AI clusters and affect how institutional investors frame Marvell's long-term value.

What to watch: The partnership and Huang's comment could magnify both upside potential and execution risk if AI data center spending or project timing shifts. At the same time, recent insider selling and concerns about rich valuation suggest that some existing shareholders are taking profits even as new investors respond to the endorsement.