Pivotal Point Tracking Vicor (VICR): AI Boom Leads to Earnings Surprise – The IP Licensing Business Makes Margins Soar!

Vicor is a leading provider of modular power supply solutions. Its core business consists of delivering power management solutions that are essential for high-performance computing, artificial intelligence, data centers, electric vehicles, and aerospace. Vicor holds critical patents in power management systems for AI chips. The company reported that its licensing business has reached a run rate of nearly $90 million per year and is expected to double within a few years. This high-margin business provides predictable, scalable revenue. In the third...