Navitas Semiconductor, a power chipmaker, is set to benefit from a new 800V power delivery board designed for AI data centers, developed in collaboration with Nvidia. The board uses gallium nitride technology to convert 800 volts DC to 12 volts with 97% efficiency, enabling higher power density and integration closer to GPUs. This innovation supports the shift to 800V power architectures in hyperscale data centers, which demand more efficient and dense power solutions for AI workloads. Baird rates Navitas shares as 'outperform,' viewing the company's technology as well-positioned to capitalize on the growing AI data center market and structural growth opportunities in power system redesigns.
Navitas Semiconductor has a market cap of $2.63 billion and a trading volume of 20,633,069 shares on Pluang as of Oct 14, 2026, 02:41 WIB. The stock price is currently USD 10.48, showing a 4.90% increase in the last day. This trading activity highlights investor interest in Navitas amid its technological advances in AI data center power solutions.
