The move builds on a banner year for the firm, with shares already climbing 68% prior to the announcement. Under the terms of the deal, licensees can source Vertical Power Delivery (VPD) solutions from external, unlicensed suppliers while potentially earning royalty discounts on commodity modules. This approach aims to streamline the supply chain for high-performance AI compute and network processors, which rely on the company's technology to manage high current density from low voltage sources. By allowing partners to tap into broader manufacturing channels, Vicor is positioning its proprietary power architecture for wider integration across the competitive AI hardware landscape.