Navitas Semiconductor (NASDAQ: NVTS) is chasing one of AI's least obvious opportunities: power delivery. As data centers get hotter, denser, and more expensive to run, Navitas' GaN and SiC technology could become more important if the company turns design wins into real adoption.

Stock prices used were the market prices of July 10, 2026. The video was published on July 20, 2026.

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