Navitas Targets AI Racks With New 800 V GaNFast Power Architecture

• Navitas Semiconductor unveiled a GaNFast powered 800 V to 6 V DC-DC power delivery board for AI data centers.
• The new architecture removes the traditional 48 V intermediate bus and is tailored for advanced NVIDIA AI infrastructure.
• The solution is being showcased at NVIDIA GTC 2026 and APEC 2026, highlighting real world validation with major industry partners.

For investors watching NasdaqGM:NVTS, this announcement comes with the stock at $10.49, alongside a 25.2% return over the past week and 26.4% over the past month. The 1 year return is very large, with the share price multiple above 7x over that period, and a 62.6% return over 3 years. Those numbers frame a company that is already on many AI and power electronics watchlists.

The new board directly targets power delivery inside AI data centers, an area where power density, efficiency and cost per watt are under tight scrutiny. If data center operators and NVIDIA ecosystem partners adopt architectures that skip the 48 V bus, that could influence future system design choices and where capital is allocated in AI infrastructure builds.

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This 800 V to 6 V GaNFast board pushes Navitas deeper into the core of AI data center power, right where hyperscale customers are rethinking how to feed high current GPUs. By removing the 48 V intermediate bus and going straight from 800 V to low voltage rails, the design lines up with the medium voltage to 800 V DC architectures Navitas already targets through its solid state transformer work with EPFL. For investors, the interest is less about one reference board and more about whether this completes a credible end to end story that can sit alongside established power players such as Infineon, ON Semiconductor and Texas Instruments in AI racks.

How This Fits Into The Navitas Semiconductor Narrative

• The new board complements earlier SiC MOSFET launches and the 250 kW SST demonstrator with EPFL, supporting the narrative that AI data centers and high power infrastructure are now central to Navitas’ growth focus.
• Analysts have raised questions about timing and visibility for 800 V sockets, and this product could test whether design wins in higher power AI systems convert at the pace many investors expect.
• The single stage 800 V to 6 V architecture, tailored for advanced NVIDIA AI systems, introduces a data center specific element that is not fully reflected in earlier commentary centered on EV, solar and industrial markets.

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The Risks and Rewards Investors Should Consider

• ⚠️ Analysts have flagged that earnings are forecast to decline on average over the next 3 years, so product launches may need to do a lot of work to offset pressure in other parts of the business.
• ⚠️ The share price has been highly volatile over the past 3 months, which can magnify the impact of any setbacks in AI data center adoption or 800 V socket allocations.
• 🎁 Revenue is forecast to grow at a strong rate, and the focus on AI data centers, energy and grid infrastructure gives Navitas exposure to large power markets where efficient 800 V architectures are a key discussion point.
• 🎁 The combination of GaNFast DC-DC boards, GeneSiC SiC MOSFETs and SST demonstrators positions Navitas with a broad technology stack that can address multiple points in the high voltage to low voltage power chain.

What To Watch Going Forward

From here, the key things to watch are whether the 800 V to 6 V platform secures design wins in production NVIDIA based AI racks, how quickly those wins move from demos at GTC and APEC into volume shipments, and how that balances against softness in EV, solar and industrial markets mentioned in prior commentary. Investors may also want to track any updates on customer concentration, the conversion of the reported design win backlog, and whether new CFO leadership shifts spending or go to market priorities in AI data center power.

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