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$Vicor Corporation(VICR)$ 其**“垂直供电”**技术是解决 GPU 核心大电流供电的“物理孤本”，具备垄断溢价。

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复古价值投资
03-08
复古价值投资
他做的是数据中心服务器机架内部最后一寸电力转换与传输。将电力从机架级精准高效的传送到每一颗CPU，GPU芯片上。有技术专利，所以可以躺平收版权税。不怕别人模仿。模仿就要交税。

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