Artificial intelligence has created a market where investors are willing to reward almost any company tied to the data center buildout. Chips, servers, networking gear, power systems — if it helps AI models run faster, Wall Street is paying attention. But how much attention is too much? That's the question investors should be asking after Nvidia (NVDA) CEO Jensen Huang made one of the boldest predictions of Computex 2026.
Huang called Marvell Technology (MRVL) the "next trillion-dollar company." The comment sent Marvell shares up 32% almost immediately, but investors should separate the long-term opportunity from the short-term excitement.
