Monolithic Power Systems vs Cognizant
Side-by-side comparison of AI visibility scores, market position, and capabilities
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.
Teaneck NJ IT services (NASDAQ: CTSH) $19.7B FY2024 revenue; Belcan engineering $1.3B acquisition, GenAI 100+ engagements, NextGen transformation competing with Infosys, Wipro, and Accenture.
About
Cognizant Technology Solutions Corporation is a Teaneck, New Jersey-based information technology services and consulting company — publicly traded on the NASDAQ (NASDAQ: CTSH) as an S&P 500 Information Technology component — providing IT services, digital transformation consulting, cloud migration, enterprise application management, and business process outsourcing through approximately 340,000 employees primarily in India (Chennai, Hyderabad, Pune delivery centers) serving clients in financial services, healthcare, manufacturing, and communications sectors in North America, Europe, and the rest of world. In fiscal year 2024, Cognizant reported revenues of $19.7 billion with modest growth as the IT services sector emerged from the 2023 discretionary spending slowdown, with the company's NextGen strategy (investing in generative AI services, cloud-native application transformation, and digital operations) driving bookings growth. CEO Ravi Kumar S. — joined January 2023 from Infosys — has executed a talent and client engagement restructuring focused on "moving up the value chain" from labor-arbitrage IT outsourcing toward higher-value consulting and AI-integration services: the Belcan acquisition ($1.3 billion, 2023) added 5,500 engineering services professionals serving US aerospace and defense customers (Boeing, Lockheed Martin, General Dynamics), expanding Cognizant beyond IT services into engineering R&D outsourcing. Cognizant's generative AI practice (partnering with Google Cloud, Microsoft Azure, AWS for GenAI implementation) grew to 100+ active GenAI client engagements by 2024 as enterprise clients deployed AI copilots, process automation, and customer service chatbots on Cognizant-managed cloud infrastructure.
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