Joe(@joedab12):Insane performance uniquely enabled by Vicor vertical power delivery. $VICR VPD is already inside Cerebras helping deliver the ridiculous amount of power that wafer-scale compute needs. And this is still 1st Gen VPD. Cerebras has their Supernova event next week, where I expect we’ll learn more about its next-gen wafer-scale system which is likely powered by 2nd gen Vicor VPD. Vicor is also sampling 2nd gen VPD to OEMs + hyperscalers this quarter and seems confident they will land a few. AMD and Google look like very real possibilities which is why Vicor is already planning Fab 2, potentially 2-3x the size of Fab 1. They aren't building that for Cerebras alone. $CBRS $VICR $AMD $GOOG $NVDA

2026.08.15 01:09

Insane performance uniquely enabled by Vicor vertical power delivery. $VICR VPD is already inside Cerebras helping deliver the ridiculous amount of power that wafer-scale compute needs. And this is still 1st Gen VPD. Cerebras has their Supernova event next week, where I expect we’ll learn more about its next-gen wafer-scale system which is likely powered by 2nd gen Vicor VPD. Vicor is also sampling 2nd gen VPD to OEMs + hyperscalers this quarter and seems confident they will land a few. AMD and Google look like very real possibilities which is why Vicor is already planning Fab 2, potentially 2-3x the size of Fab 1. They aren't building that for Cerebras alone. $CBRS $VICR $AMD $GOOG $NVDA