NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?

Key Takeaways Navitas Semiconductor joins NVIDIA's new 800-volt AI factory ecosystem with GaN and SiC tech.The company is sampling mid-voltage GaN and high-voltage SiC modules for next-gen data centers. NVTS sees limited 2026 revenues, with larger AI data-center gains expected in 2027.Navitas Semiconductor (NVTS) is trying to reposition itself around high-power markets, and its inclusion in NVIDIA’s new 800-volt artificial intelligence (AI) factory ecosystem is an important step. The new architecture shifts ...