Navitas stock soars as company advances 800V tech for NVIDIA AI platforms

Investing.com -- Navitas Semiconductor Corp (NASDAQ:NVTS) stock surged 18.8% in after-hours trading Monday following the company’s announcement of progress in developing advanced 800 VDC voltage GaN and SiC power devices for NVIDIA’s next-generation AI factory computing platforms.

The company, which specializes in gallium nitride and silicon carbide power semiconductors, is positioning itself to address the power challenges presented by NVIDIA’s new AI factory architecture. Traditional 54V in-rack power distribution systems can no longer meet the multi-megawatt rack densities required by today’s accelerated computing platforms, necessitating a shift to 800 VDC power distribution.

This new architecture promises higher efficiency by reducing resistive losses, scalable infrastructure for MW-scale rack power, and simplified power distribution with efficient thermal management. The 800 VDC system enables direct conversion from utility power to data centers, eliminating multiple traditional conversion stages.

Navitas has introduced a new 100V GaN FET portfolio optimized for lower-voltage DC-DC stages on GPU power boards, fabricated on a 200mm GaN-on-Si process through a strategic partnership with Power Chip. The company has also developed a new line of high-power 650V GaN FETs with GaNSafe technology that integrates control, drive, sensing, and protection features.

"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.

The company’s GeneSiC technology, based on over 20 years of SiC innovation, offers voltage ranges from 650V to 6,500V and has been implemented in megawatt-scale energy storage and grid-tied inverter projects, including collaborations with the U.S. Department of Energy.

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