Overview

• Navitas Semiconductor has been chosen by NVIDIA to collaborate on an 800 V high-voltage DC power architecture for AI data centers.
• The partnership will utilize Navitas's GaNFast and GeneSiC semiconductor technologies to improve power efficiency and reliability in NVIDIA's GPUs.
• Traditional 54 V data center systems face efficiency and scalability challenges above 200 kW, which the new 800 V architecture aims to overcome.
• Navitas shares soared by 180% in premarket trading on Thursday following the announcement, reflecting investor confidence in its role in next-generation AI infrastructure.
• The collaboration underscores the growing importance of advanced semiconductor solutions in meeting the rising power demands of AI workloads.