Summary

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company’s expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public. Squawk on …

Key takeaways

• Enterprise AI demand is now a meaningful growth driver alongside hyperscalers, with HPE server revenue beating estimates by ~$1B and Dell traditional server revenue up 92% YoY, signaling a potential 3–5 year hardware expansion cycle.
• Connectivity and optical networking are emerging as the next AI infrastructure bottleneck, with Nvidia's Jensen Huang calling Marvell 'essential to the future of AI infrastructure' and potentially the next trillion-dollar company.
• Robinhood is pioneering 'agentic finance'—enabling AI agents to trade and spend on behalf of users—while expanding globally via the WonderFi acquisition in Canada and serving as sole trustee for U.S. government Trump Accounts.

Why this matters

The AI infrastructure buildout is rapidly shifting from hyperscaler-led GPU procurement to a multi-layer enterprise spending cycle encompassing networking, connectivity, and agentic financial platforms, creating compounding investment opportunities across hardware, software, and fintech.

Entities

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Show notes

Nvidia EO Jensen Huang says Marvell could be the next trillion-dollar company, but one analyst says there is better value elsewhere. Then, the CEO of Robinhood on the company’s expansion into Canada, Agentic AI trading tools and Trump accounts. Plus, an early Anthropic investor joins the show after the company confidentially filed to go public. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal da

Themes

• anthropic
• agents
• investing