NasdaqGM:NVTSSemiconductor
Navitas Semiconductor (NVTS) Is Down 5.4% After New 800V-to-6V NVIDIA Power Board Reveal - Has The Bull Case Changed?
Earlier in March 2026, Navitas Semiconductor announced a new GaNFast-based DC-DC power delivery board that directly converts 800 V to 6 V in a single stage, aiming to simplify power architectures and improve efficiency for advanced NVIDIA AI data center infrastructure.
By removing the traditional 48 V intermediate bus and fitting high-power conversion into a profile thinner than a mobile phone, the design highlights how GaN technology can reclaim board space and support denser, more...