DigiLens vs Monolithic Power Systems
Side-by-side comparison of AI visibility scores, market position, and capabilities
DigiLens is the leading AR waveguide platform, valued at $530M; raised $249M from Samsung, Sony, Niantic, and Continental; ARGO smartglasses target enterprise and defense markets in 2025.
About
DigiLens is a Sunnyvale-based augmented reality company that develops holographic waveguide display technology for AR headsets, heads-up displays (HUDs), and smartglasses. Founded in 1999 by Jonathan Waldern, DigiLens uses proprietary photopolymers and holographic printing to manufacture waveguides that are lighter, brighter, and more power-efficient than competing approaches. Its technology sits at the optical core of AR hardware and is licensed to device manufacturers across automotive, enterprise, defense, and consumer markets.
San Jose power management semiconductors (NASDAQ: MPWR) Q3 2025 revenue $737.2M (+18.9% YoY); Enterprise Data $191.5M (+33% QoQ) powering NVIDIA/Google/AMD AI GPU clusters, competing with Texas Instruments and Analog Devices.
About
Monolithic Power Systems, Inc. (MPS) is a San Jose, California-based analog and mixed-signal semiconductor company — publicly traded on NASDAQ (NASDAQ: MPWR) as an S&P 500 Information Technology component — designing high-performance power management integrated circuits for computing, cloud infrastructure, storage, automotive, industrial, and consumer applications through approximately 3,800 employees worldwide. In Q3 2025, Monolithic Power Systems reported revenue of $737.2 million (+10.9% sequentially, +18.9% year-over-year), with the Enterprise Data segment (AI server power management) reaching $191.5 million (+33% from Q2 2025) driven by strong demand for power management solutions in next-generation AI platforms from NVIDIA, Google, and AMD. CEO Michael Hsing founded MPS in 1997 and has led the company's growth from a consumer LED driver manufacturer to an AI infrastructure power management leader — with MPS power ICs now embedded in NVIDIA H100, H200, and GB200 GPU clusters as the voltage regulators that convert rack power supply voltage to the precise low-voltage, high-current supply that GPU cores require during AI training inference. MPS's proprietary Intelli-Phase multiphase power architecture delivers 99%+ efficiency for high-density AI compute power delivery — a competitive differentiation that directly affects data center PUE (power usage effectiveness) at scale.
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