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Investorideas.com (www.investorideas.com newswire) a go-to platform for big investing ideas, including AI and tech
stocks, issues market commentary on trending stock Navitas
Semiconductor Corporation (NASDAQ:NVTS), an industry leader in next-generation GaNFast(TM) gallium nitride
(GaN) and GeneSiC(TM) silicon carbide (SiC) power semiconductors.
The stock is trending, making significant gains following its
headline news – Navitas Collaborates with NVIDIA MGX(TM) Ecosystem
to Accelerate 800 VDC AI Infrastructure.
The stock is trading at $30.98 +5.12 (+19.80%) on volume of 64
Million as of this report. The stock has a day’s high of $33.47.
Navitas reported it participated in NVIDIA’s Partner Ceremony held
on May 29th, 2026, at the Taipei Nangang Exhibition Center. The
event brought together key ecosystem partners supporting the NVIDIA
AI Factory MGX(TM) platform, highlighting industry collaboration to
accelerate the development of next-generation AI data centers
powered by emerging 800 VDC rack architectures.
Navitas’ 800 V-to-6 V DC-DC power delivery board (PDB) is being
shown at NVIDIA’s AI Factory MGX(TM) Ecosystem Showcase at COMPUTEX
2026 in Taipei, June 2nd-June 5th. Powered by Navitas GaNFast
technology, the PDB eliminates the need for a traditional 48 V
intermediate bus converter (IBC) stage within the compute server
trays, maximizing system efficiency, reliability, and valuable real
estate.
The PDB features 16 GaNFast FETs rated at 650 V, 11 mOhms, in the
latest DFN8??8 dual-cooled package, aiming 97.5% peak efficiency,
operating at 1 MHz switching frequency, and enabling a power density
of 2100 W/in??. Approximately 20% thinner than a mobile phone, its
ultra-low profile allows for extremely close integration with the
GPU board, maximizing transient performance and enhancing power
distribution efficiency.
“As AI workloads continue to scale and drive unprecedented demand
for compute, power delivery has become one of the most critical
challenges in enabling next-generation gigawatt AI factories,” said
Chris Allexandre, President and CEO of Navitas. “Through our
collaboration with NVIDIA within the MGX(TM) ecosystem, Navitas is
delivering GaN and SiC power technologies that enable megawatt-scale
AI server racks with higher power density, a smaller system
footprint, and improved thermal performance, helping accelerate the
transition to more efficient and scalable AI infrastructure.”
Navitas provides a comprehensive portfolio of wide-bandgap (WBG)
power technologies that form the foundation of next-generation AI
factory infrastructure. Its GeneSiC silicon carbide (SiC) solutions
enable efficient power delivery from the grid to the AI compute
rack, supporting critical applications such as solid-state
transformers (SSTs) with ultra-high-voltage 2300 V and 3300 V SiC
power modules, and high-power three-phase power supply units (PSUs),
powered by the latest Generation 5 technology 1200 V SiC MOSFETs.
Together, these technologies help AI data centers achieve higher
efficiency, greater power density, and enhanced system reliability
at scale.
Navitas’ GaNFast(TM) technology delivers high-frequency,
high-efficiency DC-DC power conversion required to support the
rapidly growing power demands of AI GPUs. Leveraging the superior
switching performance of GaN, Navitas solutions enable MHz-frequency
operation, higher power density, and faster transient response,
allowing power to be delivered more efficiently from the rack level
directly to the GPU.
Full news
https://navitassemi.com/navitas-collaborates-with-nvidia-mgx-ecosystem-to-accelerate-800-vdc-ai-infrastructure/
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