Navitas Semiconductor collaborated with NVIDIA at COMPUTEX 2026 to showcase its 800 V-to-6 V DC-DC power delivery board, which uses GaNFast technology to improve power efficiency and density in AI data centers. This innovation eliminates the need for traditional intermediate converters, enhancing system reliability and reducing size. Navitas' GaN and SiC power semiconductors support next-generation AI infrastructure by enabling higher power density and better thermal performance, crucial for scaling AI workloads. The partnership aims to accelerate development of efficient, scalable AI server racks within NVIDIA's MGX ecosystem.
Amazon has significantly increased its investment in Anthropic, a leading AI company, positioning itself for major gains if Anthropic's IPO performs well. The partnership includes Anthropic using Amazon's custom AI chips on AWS servers, potentially s...
NVIDIA has transformed from a gaming chip maker to a central player in AI, driven by innovations like the Blackwell platform and partnerships with major tech firms. Over the past decade, its stock returned nearly 20,000%, vastly outperforming the S&P...
Major tech firms are investing heavily in AI infrastructure, with hyperscalers like Microsoft and Amazon spending $725 billion this year, focusing on building their own supply chains. SoftBank and IBM are also vertically integrating by funding AI chi...
For investors planning a 10-year retirement horizon, NVIDIA is the preferred AI semiconductor stock over Arm Holdings. Despite Arm's impressive 271% year-to-date gain, NVIDIA offers a far more attractive valuation with a trailing P/E of 34 versus Arm...
Nvidia's stock has risen 19% this year but is underperforming compared to some of its partners. Companies like Marvell Technology and Fluence Energy have seen significant stock surges recently due to their collaborations with Nvidia. This suggests Nv...
