In early June, global AI leaders gathered in Taipei to attend COMPUTEX 2026.$NVIDIA (NVDA.US)$CEO Jensen Huang announced the mass production of the company's first standalone data center CPU, Vera, along with the full-scale production of Vera Rubin, the launch of the open-source DSX platform, and the Nemotron 3 Ultra open-source model. On June 2, Jensen Huang endorsed $Marvell Technology (MRVL.US)$ Marvell Technology, calling the company's collaboration in optical technology a perfect match that offers customers greater flexibility. He predicted Marvell Technology would become the next 'trillion-dollar company,' sending its shares surging more than 20% at the open on June 2. With frequent developments emerging from the conference, which other AI supply chain stocks do you think will benefit?