Vicor Corporation (NASDAQ:VICR) Q3 2023 Earnings Call Transcript

When you multiply the amount of compute in a data center, it gets over megawatts very quickly. So even to save 10 watts or 15 watts in a 400 amp or 300 amp CPU motherboard, and you can do it vertically, why not do it vertically if you can offer that to your customer base. So that’s the change that’s going on in the market. That’s —

Patrizio Vinciarelli: To add to that, historically, the answer to Phil’s, it’s a historical question, why not do it that way? Is that you couldn’t do it that way. You need technology that has got both the high current density, the high bandwidth that enables a significant fraction of the caps that historically have taken out the socket to be swept away.

Phil Davies: So power savings is going to be it as this stuff gets deployed because you can’t power it. You’re competing also with all the EVs out there, the same grid supports all of that plus the data center. So they’re also trying to use renewables, but really significantly reducing the impact on a megawatt-scale is massive value-add for any of these data center hyperscalers. It’s really important.

Jim Schmidt: Okay. Operator, I think we’re going to have to take —

Patrizio Vinciarelli: Maybe one more —

Jim Schmidt: Maybe one more question, please, and then we’ll have to wrap it up.

Operator: So the last question is coming from Jon Tanwanteng. Jon?

Jon Tanwanteng: I’m sorry. I didn’t have my hand raised. That wasn’t me.

Operator: Sorry. In this case, we have no more questions.

Patrizio Vinciarelli: Okay. Thank you.

Jim Schmidt: Thank you, everyone, for joining the call.

Operator: Thank you, everyone. That marks the end of your webinar. Thank you for joining, and have a nice day.