Hans Mosesmann's questions to Monolithic Power Systems Inc (MPWR) leadership • Q4 2024
Question
Hans Mosesmann asked for the revenue split between AI and non-AI within the enterprise data segment and inquired about the customer share split between their historical AI customer and newer accelerator customers for the year.
Answer
EVP and CFO Bernie Blegen reiterated that the lines between AI and non-AI are blurry, making a meaningful split impossible to provide. CEO Michael Hsing added that customers do not want them to disclose these numbers. Regarding the customer split, Michael Hsing stated they do not have a clear picture at this time and are not in a position to answer, both due to product overlap and customer confidentiality.