Aug. 16 at 11:45 PM
$VICR $CBRS
As an FYI, there is about
$20K of Vicor content per Cerebras CS3 server (2nd only to TSM).
Take a look at this clip below of Vicor's gold MCMs feeding 26kw to the wafer.
Agentic AI makes power delivery — not GPUs — the limiting factor of AI scaling, and Vicor is the company sitting directly on that bottleneck.
Agentic AI also massively increases continuous, autonomous, multi-step workloads — which dramatically increases power density, current demand, and package edge power requirements.
Those physical consequences directly amplify the bottleneck Vicor solves.
Note: Every one of those gold chips at the 55 second mark in the clip below is VICR.
https://www.linkedin.com/posts/what-goes-into-making-our-flagship-cs3-system-ugcPost-7486610517978005505-K7s-/?utm_source=share&utm_medium=member_ios&rcm=ACoAAAItFckBxOTAR4r3lH6TUcNsfeegEvS07vM
