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Investing.com -- Power Integrations (NASDAQ:POWI) stock surged 20% Monday after the company detailed its PowiGaN gallium-nitride technology for next-generation 800 VDC AI data centers.
The high-voltage integrated circuits specialist revealed it is collaborating with NVIDIA to accelerate the transition to 800 VDC power and megawatt-scale racks. The company published a white paper at the 2025 OCP Global Summit in San Jose explaining the capabilities of its 1250 V and 1700 V PowiGaN technology.
According to the white paper, Power Integrations’ industry-first 1250 V PowiGaN HEMTs deliver greater power density and efficiency compared to stacked 650 V GaN FETs and competing 1200 V SiC devices. The company highlighted that its technology can meet the efficiency requirements (>98%) of the 800 VDC architecture.
"With rising AI power demands, moving to an 800 VDC input simplifies rack design, makes more efficient use of space and reduces copper usage," said Roland Saint-Pierre, vice president of product development at Power Integrations.
The company also showcased its InnoMux-2-EP ICs as a solution for auxiliary power supplies in 800 VDC data centers, noting that the integrated 1700 V PowiGaN switch supports 1000 VDC input voltage.
Power Integrations introduced its first GaN ICs in 2018 and currently has more than 175 million GaN switches in use across various applications including fast chargers, data centers, and electric vehicles.
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