Navitas Semiconductor (Nasdaq: NVTS) has partnered with Nvidia to develop power semiconductor solutions for next-generation 800 VDC architectures targeting AI data centers. The company designed a direct 800 V-to-6 V DC-DC conversion board using GaN and SiC technology, aiming for peak efficiency of 96.5% to 97.5% at 1 MHz switching frequencies. This architecture targets over 1 MW power delivery, compared to traditional systems limited to hundreds of kW, while targeting a 45% reduction in wiring and copper needs. Since the initial announcement on May 21, 2025, the partnership has progressed with the board showcased at COMPUTEX and a joint reference design launched with Microchip on October 5, 2026. NVTS shares posted intraday gains of up to 20% following the partnership announcements.
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