Navitas Stock (NVTS) Rises after Deal with Nvidia on AI Data Center Power Delivery Board
Navitas Semiconductor (NVTS) stock rose 2% in pre-market trading after announcing a collaboration with Nvidia (NVDA) on a 24 kW, 800 V-to-12 V power delivery board for AI data centers. The company's shares have gained 40% year-to-date. Navitas' latest PDB uses GaNFast technology and supports Nvidia's MGX ecosystem, improving system efficiency and reducing power losses. The collaboration is part of Navitas' 2.0 transformation plan to replace legacy silicon with next-generation technologies.
How this was made
The 30-second read
Why it matters
The Nvidia collaboration adds a high‑profile customer, likely improving Navitas' growth outlook and supporting its 2026 transformation plan.
Market read
The announcement drives a short‑term price uptick and contributes to the broader AI‑infrastructure rally.
What to watch
Potential supply‑chain constraints for GaN components and competition from larger power‑semiconductor firms.
Background
Navitas Semiconductor (NVTS) provides power semiconductors for AI data‑center applications. The company recently secured a U.S. government contract for 10‑kV SiC devices and announced a separate collaboration with Microchip.
Ticker impact
Navitas announced a new collaboration with Nvidia on a 24 kW, 800 V‑to‑12 V power delivery board for AI data‑center power architecture.
likely upward pressure as investors price in the Nvidia partnership and AI‑data‑center tailwinds
First‑report of a concrete product collaboration with a leading AI chip maker; Navitas shares already rose ~2% pre‑market on the news.
Market effects
Strengthens the AI data‑center power‑semiconductor niche and may benefit peers with similar GaN/SiC offerings.
Positive for U.S. semiconductor sector; limited immediate impact outside North America.
Reinforces broader AI‑hardware supply‑chain narrative, modest global relevance.
Counterpoint
The partnership may be limited in scale; Navitas' revenue impact could be modest if adoption is slow.
Key entities
- companyNavitas Semiconductor
U.S. listed provider of GaN and SiC power solutions.
- companyNvidia
AI chip leader partnering with Navitas on power delivery boards.
