Forget AI Models. This Company Sells What Every AI Giant Needs.

Marvell Technology (MRVL) may not be building the AI models. However, its growing influence has piqued not only the market’s attention but even Nvidia’s (NVDA) CEO Jensen Huang, who called it a potential “next trillion-dollar company.” Marvell supplies the infrastructure, mainly networking, optical connectivity, switching, and custom silicon, without which AI models won't function efficiently.

Huang specifically highlighted Marvell's role in enabling connectivity across AI systems, calling the company "essential" to the next phase of AI growth. MRVL stock skyrocketed on Huang’s comments, climbing 225% year-to-date (YTD), outperforming even Nvidia and the S&P 500 ($SPX). The company has also earned a spot in the S&P 500, a milestone that reflects its growing importance in the semiconductor industry.