- Navitas Semiconductor (NasdaqGM:NVTS) announced a new 24 kW, 800 V-to-12 V DC-DC power delivery board for AI data centers developed with NVIDIA.
- The high-efficiency board targets AI server power delivery needs inside data centers that run NVIDIA hardware.
- Navitas also partnered with Microchip Technology on an 800 V DC rack power conversion reference design aimed at Open Compute Project data center standards.
- The NVIDIA power delivery board and Microchip reference design are only part of the broader story around Navitas and its role in AI data centers. Take a look at 3 warning signs we have identified for Navitas Semiconductor.
AI data center buildouts are reshaping power hardware demand, so it can be worth comparing Navitas with other infrastructure players through 92 AI infrastructure stocks.
Navitas Semiconductor designs power chips used in fast chargers, electric vehicles, and data center power systems. These new collaborations plug its technology directly into the high-power conversion blocks that feed AI servers and next generation rack architectures.
1 thing going right for Navitas Semiconductor that this headline doesn't cover.
How big is the AI data center opportunity Navitas is targeting with NVIDIA and Microchip?
AI factories need dense, efficient power stages that can sit right next to GPUs and custom xPUs, and Navitas is trying to place its GaNFast devices in those sockets. The 24 kW 800 V-to-12 V board and the 800 V-to-6 V rack design both point at the same goal: supplying the high power conversion layers for next generation AI racks that follow emerging 800 V DC standards.
Does this change the Navitas Semiconductor Narrative?
These announcements line up directly with the Narrative’s focus on 800 V AI power systems and a growing data center pipeline, as well as the reported backlog of design wins that analysts expect to convert over time. They also sit against risks flagged in the Narrative, including high expense levels and execution pressure if data center and EV demand or margins do not track the aggressive growth assumptions.
See how these catalysts shape Navitas Semiconductor's path to a $14.46 fair value.
What should investors watch next to see if these projects really matter for Navitas?
The key signal is whether these NVIDIA and Microchip platforms move from showcase boards at the October 2026 OCP events into disclosed design wins and volume programs with cloud or server customers. Concrete evidence would be customer announcements or management updates tying the MGX ecosystem and OCP 800 V reference designs to specific production ramps and revenue contributions.
The extra check on Navitas Semiconductor many investors run before committing fresh capital
Before acting on any product or pipeline story, plenty of investors want to know who is actually calling the shots at Navitas Semiconductor and how their pay packages are set up. See who is actually steering Navitas Semiconductor, and how they are paid.
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