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Navitas Semiconductor Corp (NASDAQ:NVTS) experienced a dramatic surge in its stock price in pre-market trading on Tuesday, October 14, 2025, following a significant announcement regarding its collaboration with Nvidia (NASDAQ:NVDA). The company revealed progress on developing advanced gallium nitride (GaN) and silicon carbide (SiC) power devices specifically designed for Nvidia’s 800-volt HVDC architecture for next-generation AI factory computing platforms. This partnership positions Navitas at the forefront of the rapidly expanding AI infrastructure market, where demand for high-efficiency power semiconductors continues to accelerate.
Navitas to Supply Advanced Power Chips for Nvidia’s 800V AI Architecture
Navitas is collaborating with Nvidia to support development of its 800 V HVDC architecture for AI data centers using Navitas’ GaN and SiC technology. The company unveiled new 100-volt GaN FETs, alongside 650V GaN and high-voltage SiC devices, purpose-built for Nvidia’s 800 VDC AI factory architecture. These advanced power semiconductors are designed to address the unprecedented power density, efficiency, and scalability requirements of AI factories—a new class of data centers optimized for large-scale, synchronous AI and high-performance computing workloads.
Chris Allexandre, President and CEO of Navitas, stated that the company’s advanced GaN and SiC power solutions are supporting Nvidia in driving transformation in AI infrastructure. The technology promises breakthrough efficiency and performance for next-generation computing platforms. However, the commercial deployment of key initiatives like the Nvidia-backed HVDC systems is not expected until 2027, limiting short-term revenue impact. This timeline presents both opportunity and risk for investors evaluating the stock’s current valuation relative to future revenue realization.
NVTS Soars Over 20% as Investors React to Nvidia Partnership
Navitas Semiconductor stock rallied 29% in Tuesday’s pre-market trading, reaching $12.36 at 7:34:34 AM EDT, representing a pre-market gain of $2.39 or 23.97%. The stock had already closed Monday at $9.97, up $1.74 or 21.14%, following news of the Nvidia partnership and President Trump’s softened stance on China tariffs. Year-to-date, NVTS has delivered an impressive return of 179.27%, significantly outpacing the S&P 500’s 13.14% gain over the same period.
With a market capitalization of $2.125 billion and 280 full-time employees, Navitas remains a relatively small player in the semiconductor space. The stock’s 52-week range spans from $1.52 to $10.41, highlighting the volatility that has characterized its trading pattern. Despite the recent rally, Wall Street maintains a Moderate Buy consensus rating with an average price target of $7.10, suggesting potential downside of approximately 29% from current levels.
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