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Vicor's power modules see booming AI demand, driving margins and revenue growth to $4.5B by 2027

Analyst Insights
21 Sep 2026
Seeking Alpha
View Source
Bullish
Vicor's power modules see booming AI demand, driving margins and revenue growth to $4.5B by 2027

Vicor Corporation is experiencing strong growth due to rising demand for its high-efficiency power modules used in AI data centers. The company’s second-generation power delivery technology offers superior current density, enabling significant energy and cost savings. This has led to gross margins increasing to 58% and royalty revenues growing 122% year-over-year. Management forecasts revenue could reach $4.5 billion by 2027, supported by new manufacturing facilities and expanding adoption in the AI rack market.

Vicor Corporation shows strong growth potential. For readers following the Technology sector, here is Pluang's market snapshot as of Sep 22, 2026 03:32 WIB: Out of 150 priced US tech stocks, 125 rose and 25 fell. Notable movers include DOCN at USD 146.00 (+12.19%), INTC at USD 121.63 (+12.00%), and VNET at USD 7.18 (+10.20%). Typical hold times vary from 14 to 116 days, with mixed Pluang order activity percentages.

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