Oct 5, 2026
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7 min read
Gold has royalty companies. Oil has royalty companies. Vicor may be building one for the electricity flowing into every AI chip — and it can get paid even when someone else builds the part.
Oct 2, 2026
8 min read
One speaker said buy AI. Another said the bubble was about to burst. Your portfolio needs a better plan than picking the right speaker.
Oct 1, 2026
4 min read
How DCAP is actually built.
9 min read
An AI agent can do the work. Someone still has to give it permission—and turn that permission into a business.
Sep 30, 2026
Unless this is you.
More powerful AI needs better power delivery. The investment question is who gets paid when the design changes.
