Chip Stock Investor Podcast Episode 321: Nvidia's AI Data Center Power Infrastructure -- New Growth For MPWR Stock and NVTS Stock
Jul 11, 2025
A focused look at power-chip makers riding the AI data center boom. Discussion of fabless design trends and why Monolithic Power Systems could benefit. Breakdown of NVIDIA's new 800V data center architecture and its implications for power partners. A cautious review of Navitas, its NVIDIA mention, and financial runway concerns.
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Episode notes
Hosts Kept Buying MPS Through The Downturn
- Nicholas and Casey explained they continued buying Monolithic Power Systems during the auto and industrial downturn.
- They referenced portfolio activity through March–May and discussed it further on Semiconductor Insider and Discord.
MPS Fabless Strategy Drove Exceptional Revenue Growth
- Monolithic Power Systems (MPS) has outpaced traditional IDMs by embracing a fabless model focused on power chips.
- MPS grew ~10x revenue since 2010 versus 3–4x for acquisitive Infineon and little growth for peers like TI, highlighting fabless scalability.
Nvidia's 800V DC Push Improves Data Center Efficiency
- Nvidia announced an 800V HVDC data center architecture to reduce conversions and improve efficiency for AI workloads.
- Moving from 415/480V AC/DC to 800V DC cuts conversion losses, which matters when scaling to hundreds of thousands or millions of GPUs.