Overview
- Navitas on Oct. 13 unveiled 100 V GaN FETs, 650 V GaN devices, and high‑voltage SiC parts positioned for Nvidia’s planned 800‑volt direct‑current data‑center architecture.
- The company claims the new wide‑bandgap devices boost efficiency, power density, and thermal performance for high‑power AI infrastructure.
- Reporting indicates Nvidia intends to begin shifting data centers to 800 VDC in 2027 to support rising AI power demands.
- Navitas shares surged about 710% from late April through Oct. 16, with investors betting on potential demand tied to the 800 VDC transition.
- Despite the rally, recent results show limited scale: first‑half 2025 revenue was $28.5 million with a $65.9 million loss and $161 million in cash, and Wall Street expects continued near‑term losses.