Joe(@joedab12):$VICR https://t.co/MmdxfQ9pfU how many chip "oems" are there in AI? $NVDA $AMD $CBRS am I missing any? We know this license isnt CBRS. The one in may was likely AMD and this is likely $NVDA IMHO and this likely came about after they saw the lawsuits recently filed against $MPWR Delta etc etc on the 734 patent for VPD This is huge for future implications in gen2 VPD, even if the dollar amount of this license is low.

Joe

@joedab12

Sold my finance co in 2021, now trade/invest full time. Specialty is finding semi/AI infra inflection points before the breakout. Lots of receipts. Zero AI slop

参加 March 2013

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Joe@joedab12

2026.09.16 20:11

$VICR how many chip "oems" are there in AI? $NVDA $AMD $CBRS am I missing any? We know this license isnt CBRS. The one in may was likely AMD and this is likely $NVDA IMHO and this likely came about after they saw the lawsuits recently filed against $MPWR Delta etc etc on the 734 patent for VPD This is huge for future implications in gen2 VPD, even if the dollar amount of this license is low.