Name Huang Renxun! Is MRVL (Marvel) expected to become the next trillion dollar company? Recently, Nvidia CEO Huang Renxun named Marvel (MRVL) on multiple occasions, instantly making this chip company the focus of the market. Many investors are discussing whether MRVL will be the next big breakthrough point in the AI wave? Why is MRVL so popular? Marvel is a core player in the fields of high-speed optical interconnect and DSP (Digital Signal Processor). Against the backdrop of large-scale construction of AI data centers, its business is experiencing explosive growth: Data center business: Expected revenue growth of approximately 50% in fiscal year 2027. Interconnected products: Revenue growth is expected to exceed 70%, far exceeding the overall data center growth rate. Simply put, AI servers require a large amount of high-speed data transmission and connection, and Marvel is precisely stuck in the most critical position - it benefits deeply from AI network upgrades and is one of the core suppliers of high-speed interconnection. Marvel's core advantages We have a global market share of over 60% in the field of optical communication DSP, and are in an absolute leading position. At the same time, it also holds a leading or top tier position in the fields of Ethernet switching chips, SSD storage controllers, and vehicle Ethernet. The current concentration of supply for advanced 5nm/3nm processes and long delivery cycles for high-end DSPs have become bottlenecks in the industry, which in turn has given Marvel stronger bargaining power and growth space. Mapping opportunities for A-shares With Marvel's sustained high growth, companies related to the industry chain are also receiving attention: Domestic DSP leader: Yutaiwei Optical module chain: Zhongji Xuchuang, Cambridge Technology, Changxinsheng, etc Other beneficiary directions: Shengke Communication, Yunbao Intelligence, Lianyun Technology, etc Against the backdrop of upgrading AI computing power networks, Marvel has become one of the most anticipated "next-generation trillion dollar companies" in Huang Renxun's eyes, thanks to its strong growth in data center interconnection and DSP business. Its explosion not only represents the extension of AI from computing to high-speed transmission, but also brings benefits to the entire optical module DSP、 The optical interconnect industry chain has brought significant opportunities. The current popularity of MRVL is high, and it is worth continuing to track its financial reports and industry progress. Of course, investment still needs to be cautious, and it is recommended to approach it rationally based on one's own risk tolerance. MRVL