Nvidia’s CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
https://www.fool.com/investing/2026/07/01/nvidias-ceo-jensen-huang-just-called-marvell-techn/
Publish Date: 2026-07-01 06:23:00
Source Domain: www.fool.com
Nvidia‘s (NVDA +2.66%) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (MRVL +7.38%) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That’s high praise from the CEO of the world’s largest company, but does that assessment translate to shares of Marvell being a better buy than Nvidia stock? Let’s look at these two and see which stock makes the most sense to invest in now.
Image source: The Motley Fool.
Marvell’s custom chip business is just ramping up
Nvidia makes graphics processing units (GPUs) and various hardware that support its ecosystem. Nvidia’s GPUs are the go-to computing options for artificial intelligence (AI) computing and have been the top choice since the AI build-out kicked off in 2023. Although GPUs are still dominant, there has been increased demand for more specialized computing hardware that’s purposefully designed to run single types of workloads, which is where Marvell excels.

Today’s Change
(2.66%) $5.19
Current Price
$200.16
Key Data Points
Market Cap
$4.8T
Day’s Range
$195.12 – $200.63
52wk Range
$152.97 – $236.54
Volume
5.3K
Avg Vol
160.4M
Gross Margin
74.15%
Dividend Yield
0.14%
Marvell’s current primary business is communication chips, which help direct information traffic in a data center. However, it’s working with several AI hyperscalers to create their own AI chips. These chips are specialized for each company, and Marvell has two major clients it’s working with: Microsoft and Amazon. Both of these are major players in the AI realm, and partnering with them is a great move for Marvell.

Today’s Change
(7.38%) $20.50
Current Price
$298.25
Key Data Points
Market Cap
$261B
Day’s Range
$275.93 – $300.00
52wk Range
$61.44 – $329.88
Volume
2.2K
Avg Vol
42.9M
Gross Margin
50.64%
Dividend Yield
0.08%
However, this part of Marvell’s business is just ramping up, and it remains to be seen how…