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The Specific Companies He HighlightedNVIDIA backed its words with billions of dollars, directly identifying and partnering with a select inner circle of optical networking companies.Marvell Technology (MRVL): Huang made a surprise appearance at Marvell's Computex keynote. He praised Marvell’s crucial role in optical interconnects and co-packaged optics, famously stating that Marvell could be "the next trillion-dollar company".Lumentum Holdings (LITE): NVIDIA entered into a multiyear strategic partnership with Lumentum, committing $2 billion in
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