INSIDE 硬塞 AIJun 2, 2026, 6:31 AMClaire

Jensen Huang Calls Marvell the Next Trillion-Dollar Company at Computex

Original: 黃仁勳站台喊出「下一個兆元公司」,Marvell 亮出完整 AI 連接堆疊

Marvell says AI infrastructure bottlenecks are shifting from compute capacity to connectivity.

At Computex, Marvell argued that connectivity is becoming a key bottleneck for AI infrastructure as systems scale. NVIDIA CEO Jensen Huang appeared at the event and described Marvell as the next trillion-dollar company. The presentation highlighted Marvell's AI connectivity stack, reflecting growing industry attention on the links supporting large-scale AI systems.

At Computex, Marvell put the spotlight on "connectivity" in AI infrastructure. The company noted that as AI systems continue to scale up, the bottleneck the industry focuses on is gradually shifting from merely supplying compute power to how different computing resources can be effectively connected. In other words, competition in AI infrastructure depends not only on the computing power of the chips themselves, but also increasingly on data transmission and the overall connectivity architecture.

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