Power electronics firm Vicor Corporation (VICR) saw its shares reach a fresh 52-week high of $361.89 on May 27, but they are down 10.3% from that level. While the stock is not well known, investors piled into it as a company tied to AI infrastructure and data centers. The market is increasingly treating Vicor as a leveraged play on AI server power density. While this market corner is somewhat obscure, it has recently become popular.
Vicor's technology is being adopted for vertical power delivery in next-generation AI accelerators, positioning the company as a critical enabler of AI hyperscalers' massive capital expenditures, with full-year 2026 revenue guidance raised to nearly $570 million amid strong investor confidence in the AI power mega-trend.