Monolithic Power Systems: Power Supply Solutions for Custom AI Accelerators Become a Growth Driver!
Reading Time: 4 minutes
The initiated delivery of power supply solutions for custom AI accelerators is becoming a new growth driver. Several hyperscalers are being supported in ASIC projects. Market shares for NVIDIA Blackwell Ultra are rising to 50% due to supply bottlenecks at AOSL. The company is also a favorite for the planned Rubin R200 HGX project set for 2026. Robots are considered a significant growth opportunity for the coming years. The automotive business is expected to grow by 40 to 50% by 2025. The enterprise data business is expected to improve by...
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