Navitas shares surge 5% on Nvidia AI infrastructure partnership Louis Juricic Mon, October 12, 2026 at 4:54 PM EDT 2 min read NVTS -7.33% NVDA -1.29% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Investing.com -- Shares of Navitas Semiconductor (NASDAQ: NVTS) climbed 5% in after-hours trading following the announcement of a strategic collaboration with Nvidia to develop an advanced power delivery board for next-generation AI data centers.
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The partnership centers on a cutting-edge 24-kilowatt (kW) power delivery board that directly converts 800 VDC to 12 VDC in a single stage. By bypassing the traditional 50 V intermediate bus converter (IBC) stage, the streamlined architecture significantly boosts system efficiency and reduces critical board space requirements.
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Engineered to fit Nvidia's 400 mm × 60 mm form factor, the board targets 97% efficiency at full load with a power density exceeding 2,000 W/in³. Its compact design allows it to be integrated directly onto the compute motherboard adjacent to the xPUs, which routes 12 V directly to the voltage regulator module to minimize power-delivery losses and simplify overall complexity.
Under the hood, the system utilizes 16 of Navitas' NV6034 GaNFast FETs on the primary side. These are configured in a stacked half-bridge topology and feature the company's dual-cooled DFN 8 × 8 packaging to optimize thermal management.
This latest 24 kW, 800 V-to-12 V platform expands Navitas' growing portfolio of 800 VDC AI data-center solutions, building upon a previously announced 20 kW board also co-developed with Nvidia. The new hardware is slated to be showcased in the Nvidia AI Factory MGX Ecosystem partner display area at the OCP Global Summit 2026.
Navitas shares surge 5% on Nvidia AI infrastructure partnership
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