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The AI Power Delivery — PMICs, VRMs & DC-DC Converters · The Power Conversion Layer — SiC, GaN, PMICs & the 800V AI Architecture

MPWR

Monolithic Power Systems
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~60-70% Blackwell PMIC share. FY26 Enterprise Data segment guide raised to 50%+ growth.

What they do

Makes power-management chips that sit next to NVIDIA GPUs and convert 48V down to ~1V for the cores . Per industry analysis, estimated ~60–70% Blackwell PMIC share. Q1 2026 beat. FY26 Enterprise Data segment guide raised to 50%+ growth. The cleanest pure-play exposure to NVIDIA's per-GPU power-content increase.