Futurist
Photonics, Space, AI Infrastructure & Robotics Commentary
Navitas, Alpha and Omega, Power Integrations, Wolfspeed and Vicor are all that is needed for the power-semiconductor trade, which @aleabitoreddit ties to NVIDIA's push to 800 VDC. Navitas makes next-generation AI power chips, Alpha and Omega AI and EV power chips, Power Integrations efficient power-conversion chips, Wolfspeed silicon-carbide power chips, and Vicor high-density AI power modules. x.comÂ
Power scarcity and specialized technology could help these six under-$30 stocks create generational wealth over the next decade. MARA is buying a gas plant; IREN has over 5 GW secured for AI growth. Oklo aims to turn spent fuel into reactor supply, while Nano Nuclear's portable microreactors could reach remote sites if they work. Rigetti builds quantum chips in-house and has a $100 million Commerce Department letter of intent. Navitas makes chips that reduce power waste in AI data centers. x.com … Show more
AI power pure plays Navitas, Monolithic Power, Vicor, Bloom Energy and Power Integrations carry the real leverage to the AI power theme. For broader names like Texas Instruments, Analog Devices, Caterpillar and Eaton, AI power is a rounding error that barely moves the P&L. Same theme, wildly different exposure, so buy the needle movers rather than the whole basket. x.comÂ
Alpha and Omega Semiconductor is a promising business at the wrong price: its rerating on Nvidia AI-power hype rests on a narrative management has already walked down. The stock is up about 128% in a year to $44.45, near its 52-week high, as retail frames it as the cheapest catch-up in the 48V-to-12V power shift, citing alleged Nvidia GB300 DrMOS allocation. Yet the 800V supply chain is hard to win, with its bottleneck in silicon carbide and gallium nitride held by a few incumbents. x.com x.com … Show more
A rising value of compute per watt should benefit AI cloud, chip, connectivity and power suppliers. Elon Musk says that value will rise over time. Nebius has Microsoft and Meta deals; Marvell benefits from custom silicon demand; Credo connects GPUs; Vistra has long-term nuclear supply deals with Amazon and Meta; Nokia's Nvidia partnership could help it capture data-center networking growth. x.com x.comÂ
AI infrastructure bottlenecks could give eight stocks as much as 18x upside. Nvidia supplies frontier-model GPUs; Broadcom and Marvell supply custom silicon and networking; TSMC makes advanced chips; Micron supplies sold-out HBM; Vertiv provides power and cooling; Palantir monetizes enterprise AI; Alphabet spans TPUs, research, cloud and apps. The list tracks where AI infrastructure spending is flowing. x.com x.comÂ
Pure or heavy silicon carbide players such as STMicroelectronics, onsemi and Wolfspeed look higher-risk and currently unappealing in the AI data-center shift to 800V DC power and solid-state transformers. The better risk/reward in that transition sits with power-electronics names positioned for it, such as Enphase and SolarEdge, whose bidirectional power-conversion know-how suits transformers that step 13 kV utility power down to 800V DC and must handle sudden GPU load swings. x.comÂ
Nvidia's official 800 VDC architecture partners stand to benefit as AI racks move to high-voltage DC power. They span GaN and SiC chipmakers Navitas, STMicroelectronics, onsemi and Infineon; conversion and analog suppliers Alpha & Omega, Power Integrations, Texas Instruments, Analog Devices and Monolithic Power, whose VRM chips are already inside Nvidia GPUs; and rack, building and grid power players Flex, Vertiv, GE Vernova, ABB, Eaton, Schneider Electric and Siemens. x.comÂ
Vicor is a way to play AI chips needing more power, through its high-density power delivery for AI GPUs and ASICs. Analysts expect revenue to grow from $453M in 2025 to $1.18B by 2028 and EPS from $2.61 to $8.04, the earnings acceleration a Stage 2 uptrend needs, after a big Stage 1 breakout. Vicor just raised Q3 revenue guidance to over 30% sequential growth. Space plus AI power delivery could make it an interesting long-term story. x.com x.com x.com x.com x.comÂ
Vicor stands to capture demand for high-density power delivery as power conversion moves closer to the AI processor, with royalties as early optional upside. On September 30 Vicor raised Q3 growth guidance from over 20% to over 30% because VPD royalties beat expectations, as Delta, Eaton, EPC and others showed 800VDC systems and converters with fewer conversion stages. Vicor expects to finish modernizing FAB1 by year-end, expanding capacity for high-density modules, with FAB2 to follow. x.comÂ
HVDC and 800V DC power delivery is the theme to focus on now, with STMicroelectronics, Navitas, Hyliion and Ideal Power as the preferred bets. Across the AI buildout, power and optics keep gaining narrative strength and attention, while packaging remains critical but is increasingly well understood by the market. x.com x.comÂ
