### @POWI — Confirmed — from the annual filing and the earnings call; the 2030 figure is management's forward estimate
Data center isn't a named category in our filing — just four end markets: Communications 12%, Computer 13%, Consumer 37%, Industrial 38%. The term appears once. Participation sits inside Computer and Industrial. We're collaborating with NVIDIA on 1,250- and 1,700-volt GaN for 800-volt-DC racks, but that revenue is a couple years out. Management sees a combined rack-and-grid addressable market over $1 billion by 2030, a forward estimate we're still sizing quarter to quarter. The quarterly filing mentions AI datacenter zero times — that framing lives in commentary, not formal categories.
- tier: Confirmed (✓)
- source: POWI / Everybody's favorite topic, sized honestly
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-powi-src-powi-datacenter-modest-ingest
- posted: 2026-07-20T11:01:00.080Z