Vicor: The Power Bottleneck of the AI Era
Reading Time: 4 minutes
AI servers are reaching physical limits: Power must be supplied denser, more efficiently, and closer to the processor. Vicor is focusing on new "vertical" power delivery directly at the chip – series production ramp-up starting in 2026 as a potential stock driver. AI servers require radically new energy architectures, and Vicor occupies the crucial bottleneck. While the market primarily focuses on computing power, the physical supply of the chips is coming into focus: The "Vertical Power Delivery" (VPD) could emerge as a central stock driver...
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