Navitas develops power semiconductors for NVIDIA’s 800 VDC AI platforms

TORRANCE, Calif. - Navitas Semiconductor (NASDAQ:NVTS), whose stock has surged over 350% in the past six months according to InvestingPro data, announced progress in developing advanced 800 VDC gallium nitride (GaN) and silicon carbide (SiC) power devices to support NVIDIA’s newly announced 800 VDC power architecture for next-generation AI computing platforms.

The new architecture addresses power challenges in AI factories - data centers purpose-built for large-scale AI and high-performance computing workloads - where traditional 54V in-rack power distribution can no longer meet multi-megawatt rack density requirements. With a strong balance sheet showing a current ratio of 8.23 and minimal debt-to-equity of 0.02, Navitas appears well-positioned to fund its technological advancement initiatives.

According to the company’s press release, the 800 VDC power distribution enables direct conversion from utility power to 800 VDC within data centers, eliminating multiple traditional conversion stages. This approach aims to maximize energy efficiency while reducing losses and improving system reliability.

Navitas has introduced a new 100V GaN FET portfolio specifically designed for lower-voltage DC-DC stages on GPU power boards. The company stated these components are fabricated on a 200mm GaN-on-Si process through a strategic partnership with Power Chip.

Additionally, Navitas offers 650V GaN products and high-voltage SiC MOSFETs to support various stages of power conversion in data center infrastructure.

"As NVIDIA drives transformation in AI infrastructure, we’re proud to support this shift with advanced GaN and SiC power solutions that enable the efficiency, scalability, and reliability required by next-generation data centers," said Chris Allexandre, President and CEO of Navitas, in the statement.

The company positions its technology as supporting the entire power chain from "grid to GPU" in modern AI data centers, with solutions for both the high-voltage distribution and the point-of-load conversion stages needed for advanced computing platforms like NVIDIA’s Rubin Ultra.

Navitas Semiconductor trades on the Nasdaq under the ticker NVTS. While the company faces near-term challenges with analysts projecting sales decline this year, InvestingPro analysis reveals 13 additional key insights about the company’s financial health and market position. Investors can access the comprehensive Pro Research Report, available exclusively to subscribers, for detailed analysis of NVTS’s market position among 1,400+ top US stocks.

In other recent news, Navitas Semiconductor has made significant advancements in developing 800 VDC voltage GaN and SiC power devices for NVIDIA’s next-generation AI platforms. This development addresses the power challenges posed by NVIDIA’s new AI factory architecture, which requires more advanced power distribution systems. Meanwhile, Navitas announced a CEO transition with Chris Allexandre set to take over as President and CEO on September 1, 2025, succeeding co-founder Gene Sheridan. In light of this transition, Rosenblatt reiterated a Buy rating for Navitas, although it lowered the stock’s price target to $8.00, citing quarterly results that met expectations but included guidance below consensus estimates.

Craig-Hallum, however, downgraded Navitas from Buy to Hold, setting a price target of $6.00. This downgrade was attributed to poor third-quarter sales guidance, which Craig-Hallum linked to tariff issues affecting silicon carbide products in the Chinese electric vehicle market and reduced focus on low-end mobile markets in China. Additionally, cuts to solar tax credits were noted as a contributing factor. These developments reflect the dynamic changes and challenges Navitas faces in the semiconductor industry.

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