Vicor Corporation (NASDAQ: VICR)

[admin]

Vicor Corporation (NASDAQ: VICR) sits at one of the least glamorous and most critical points in the artificial intelligence supply chain, and almost nobody talks about it. While the market has fixated on the chipmakers, Vicor has been quietly supplying the power modules that keep large AI clusters running.Almost every conversation about the constraints facing AI eventually lands on power. Grid capacity and the scramble to get electricity to data centers have become a sub-theme of their own, and investors have piled into the obvious beneficiaries.Far less attention has been given to a harder engineering problem sitting at the very end of the chain. Getting electricity to the building is one thing, but getting more than 1,000 watts into a single AI accelerator, cleanly and without cooking it, is another entirely, and it's a problem only a handful of companies can solve.