Nvidia CEO Jensen Huang calls Marvell 'the next trillion-dollar company' on stage at Computex 2026, citing a $2 billion Nvidia investment and strategic partnership.

On June 2 at Computex 2026, Nvidia CEO Jensen Huang declared Marvell 'the next trillion-dollar company.' In late March, Nvidia and Marvell announced a strategic partnership that included a $2 billion investment from Nvidia into Marvell, building on Nvidia's NVLink Fusion platform for AI infrastructure and covering optical interconnect and silicon photonics development.

Marvell's current market capitalization is just north of $275 billion as of the article's writing. The company's full-year fiscal 2026 revenue grew to just under $8.2 billion (a 42% year-over-year increase), and first-quarter fiscal 2027 revenue reached $2.4 billion. Management anticipates data center revenue growing by 40% and interconnect business by 50% in the current fiscal year.

Marvell stock has skyrocketed 274% year to date, though the company faces risks including heavy customer concentration and recent insider selling. The article notes the path to $1 trillion is long, though the Nvidia partnership positions Marvell as one of the best-positioned companies in the AI boom.