$Vicor(VICR)$ $NVIDIA(NVDA)$ $Astera Labs, Inc.(ALAB)$ $Marvell Technology(MRVL)$ It's a good thing Vicor Corp only sells 20-25% of its sales into data centers. Imagine if that were 100%.
Revenue breakdown:
• Industrial & Test (40%-45%): Factory automation, ATE chip testing, and medical imaging.
• Aerospace & Defense (25%-30%): Rugged military computing, satellites, and radar.
• Data Center & AI (20%-25%): Scalable power modules and high-density computing platforms.
• Automotive/EVs (5%-10%).
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