Vasan Churchill

Investment Analyst
Vasan Churchill

Current & Ongoing Deep Explorations

Integrated Voltage Regulators (IVR)

An Integrated Voltage Regulator (IVR) is vital for energy-efficient AI computing, replacing bulky PMIC solutions with a tiny, high-performance chip. This technology addresses the exploding power demand of AI data centers by providing over 95% efficiency and faster response, often placed close to the compute. The IVR market is projected to reach $11 billion by 2030.