AI Infrastructure Collaboration With Nvidia Drives Surge

Navitas Semiconductor (NASDAQ: NVTS) shares surged 21% to $13.09 after the company announced new power semiconductors purpose-built for Nvidia’s (NASDAQ: NVDA) 800-volt direct current (VDC) AI factory architecture — a next-generation data center standard that will begin deployment in 2027.

Nvidia’s upcoming Kyber rack systems will utilize 800V DC infrastructure to increase efficiency and reduce energy loss in hyperscale AI data centers — and Navitas’ GaN (gallium nitride) and SiC (silicon carbide) chips are positioned as key enabling components.

Navitas’ Role in Nvidia’s Supply Chain

In Nvidia’s Monday blog post, the chipmaker once again highlighted Navitas as a power delivery partner in its AI factory ecosystem.
Navitas’ integrated circuits aim to deliver:

Higher power density for compact data center layouts
Lower energy loss and improved thermal performance
Scalability and reliability for continuous AI compute operations

“As Nvidia drives transformation in AI infrastructure, we’re proud to support this shift with advanced GaN and SiC power solutions that enable the efficiency, scalability, and reliability required by next-generation data centers,” said Navitas CEO Chris Allexandre.

Background and Market Context

Navitas previously soared 164% on May 22, when it was first revealed as a supplier in Nvidia’s AI supply chain — its best trading session on record.
However, the stock later pulled back after Q2 guidance came in weaker than expected, suggesting the financial impact of the Nvidia relationship would materialize gradually.

Today’s move reflects renewed investor confidence that Navitas’ partnership with Nvidia will translate into tangible revenue growth as AI infrastructure transitions toward high-voltage, energy-efficient architectures.