### @POWI — Confirmed — from the annual filing and the earnings call; the 2030 figure is management's forward estimate
It is not a named category in our annual filing, which lists only Communications 12%, Computer 13%, Consumer 37% and Industrial 38%, and the filing mentions “data center” just once. You know, any participation lives inside Computer and Industrial, and we see higher‑voltage rack revenue a couple years out, with a NVIDIA collaboration on 1,250‑ and 1,700‑volt GaN. Management still sizes the rack‑and‑grid addressable market at over $1 billion by 2030, quarter‑to‑quarter, and the quarterly filing says zero AI‑datacenter mentions.
- tier: Confirmed (✓)
- source: POWI / Everybody's favorite topic, sized honestly
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-powi-src-powi-datacenter-modest-conversation
- posted: 2026-08-05T17:47:24.354Z