AI Chips Update - NVIDIA Partners With Navitas For Next-Gen Data Center Power

NVIDIA has announced a collaboration with Navitas Semiconductor to develop a next-generation 800 V HVDC architecture for data centers, leveraging Navitas' GaN and SiC technologies. This new architecture aims to enhance efficiency and reliability for AI workloads while simplifying infrastructure. The transition from traditional 54 V systems to 800 V HVDC enables significant reductions in copper use, aligns with the increasing power demands of modern AI data centers, and promises improvements in overall power delivery. This collaboration highlights a pivotal move towards high-efficiency power solutions, needed to support the growing computational demands of AI technologies.

• NVIDIA (NasdaqGS:NVDA) last closed at $132.83 up 0.8%.

In other market news, Marvell Technology (NasdaqGS:MRVL) was a notable mover up 2.9% and ending trading at $61.85. In the meantime, Analog Devices (NasdaqGS:ADI) trailed, down 4.6% to finish the session at $211.93. On May 22, one day ago, the company reported strong earnings for Q2 2025 with a significant rise in net income and sales compared to the previous year.

NVIDIA's Blackwell architecture and AI model scaling could drive substantial growth. Click to explore this transformative potential further in our detailed narrative.

You might want to revisit our Market Insights article on automation and robotics, highlighting AI's critical role in this rapidly advancing sector - get in now before trends evolve further.

Best AI Chip Stocks

• ASML Holding (ENXTAM:ASML) closed at €656.80 down 1.2%.
• Advanced Micro Devices (NasdaqGS:AMD) settled at $110.71 down 1.2%. On Wednesday, AMD unveiled new high-performance processors and graphics cards at COMPUTEX 2025, highlighting significant advancements in computing and AI technologies.
• QUALCOMM (NasdaqGS:QCOM) finished trading at $147.37 down 2.6%.

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• Dive into all 52 of the AI Chip Stocks we have identified, like Taiwan Semiconductor Manufacturing, Lam Research and Microchip Technology, right here.
• Want Some Alternatives? The latest GPUs need a type of rare earth metal called Dysprosium and there are only 23 companies in the world exploring or producing it. Find the list for free.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture" from Navitas Semiconductor Corporation on GlobeNewswire (published 21 May 2025)

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