Vicor Update, Part Two
Vicor uses ITC exclusion-order cases to license power-module patents, with published royalty multipliers rising from 1.0x before filing to…
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Everything we have picked from this writer, newest first.
The Week That Was
Treasury yields surged as the Fed’s expected hike shifted to December, while Micron beat guidance and forecast $61.5 billion in quarterly…
FTAI Aviation Deep Dive
FTAI Aviation is converting retired CFM56 jet engines into 25-megawatt data-center generators, supported by a $1.465 billion order likely…
The Week Ahead
Micron’s November revenue guide will test whether an 86% gross margin reflects a structural memory shortage or a cyclical peak, while…
The Week That Was
Long Treasury yields hit 2007 highs after a weak $70 billion five-year auction, even as the Nasdaq set records and Meta detailed its Muse…
The Week That Was
Federal Reserve’s quarter-point hike failed to contain 10-year yields above 5%, while rising legacy-chip rentals and AI safety compute…
Vicor Deep Dive
Vicor’s 48-volt power modules cut current and resistive losses for high-power AI processors by converting voltage at the chip.
The Week Ahead
Nvidia’s Jensen Huang called GPT-6 Astra AGI as Anthropic contracted 14.8 GW of compute, while the Fed’s September decision hinges on…
The Week That Was
August payrolls and soaring diesel prices strengthen the case for a September Fed hike, while HBM costs are compressing AI hardware gross…
Vistra Deep Dive
Vistra's contracted nuclear fleet benefits from data centers' high, steady load factors, while Amazon and Meta contracts contribute roughly…
indie Semiconductor Deep Dive
Indie Semiconductor’s automotive sensing chips are finding robotics demand, while industrial, navigation and quantum businesses sit inside…
Rocket Lab Deep Dive
Rocket Lab’s $8 billion Iridium acquisition adds 2.6 million subscribers, L-band spectrum and Pentagon-linked satellite revenue alongside…
Credo Technology Deep Dive
Credo Technology sells active copper cables for AI data centers, with revenue rising 126% then 206% as Amazon, Microsoft, Meta, Oracle and…
