Jensen Huang Picks Marvell: Interconnect Business Guidance Raised Over 70%, 2028 Revenue Estimated at $16.5 Billion

Jensen Huang, CEO of NVIDIA, has set a new valuation expectation for semiconductor company Marvell Technology. The focus is on Marvell's interconnect business, for which the guidance has been raised by more than 70%. The projection now estimates that the interconnect segment alone will generate $16.5 billion in revenue by 2028.

This reflects the surging demand for high-performance data center interconnect technologies driven by artificial intelligence and cloud computing. As a key supplier of data infrastructure semiconductor solutions, Marvell's interconnect products play a central role in AI server clusters. Huang's public endorsement underscores the growth potential of this business line.