The video compares Nvidia (NVDA) and Marvell (MRVL) regarding their potential in the AI market. NVDA is trading around $190 and has a market cap of $4.6 trillion and MRVL is trading around $86 with a market cap of $75 billion. The video mentions that NVDA posted $41 billion in data center revenue, up 56% year-over-year. MRVL grew its data center segment by 69%. Both companies are riding the same AI wave, implying potential growth for both, but analyst suggests MRVL has more space to run, giving a long term target of $250 for NVDA and $120 for MRVL.