NVTS Stock Rises Overnight: Navitas Unveils 24 kW Nvidia AI Power Board Targeting 97% Efficiency Shivani Kumaresan Tue, October 13, 2026 at 2:38 AM EDT 3 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.
Navitas' new 24 kW board, developed with Nvidia, converts power more directly, reducing energy losses.
The company targets 97% efficiency and over 2,000 watts per cubic inch with its new board.
Navitas' board uses 16 high-voltage GaN transistors to deliver power in a compact design.
Navitas Semiconductor (NVTS) stock gained overnight after the company unveiled a 24-kilowatt (kW) power delivery board developed with Nvidia (NVDA) to improve AI data center efficiency. Navitas targets 97% efficiency with the system, reduced power losses, and greater space savings.
Navitas Semiconductor stock traded over 1% higher overnight, ahead of Tuesday. The stock fell 7% to its worst day in over a month in the regular session.
See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox
Developed with Nvidia, Navitas' 24-kilowatt board eliminates an intermediate conversion stage that traditionally changes 50 volts to 12 volts. By removing this step, the system aims to cut energy losses, simplify power distribution, and free up space on circuit boards
The product expands Navitas' portfolio of high-voltage power solutions for AI infrastructure. It follows a previously announced 20 kW system that converts 800 volts to 6 volts, also developed along with Nvidia.
Navitas expects the new board to achieve 97% efficiency at full power, with power density exceeding 2,000 watts per cubic inch. Its design follows a 400-by-60-millimeter format developed for Nvidia's latest systems, allowing installation on the compute motherboard near the processors.
Placing power conversion closer to graphics processing units and other compute processors can help limit electricity losses as power travels through a system. The board is designed to supply an entire compute tray, addressing the substantial energy requirements of advanced AI computing equipment.
The system uses 16 gallium nitride (GaN) transistors at 650 volts. Navitas' GaNFast technology and dual-cooling design help convert power efficiently while keeping the system compact.
"The next era of AI will be defined not only by how much compute we can create, but by our ability to deliver the power needed to unleash its full potential," said Chris Allexandre, President and CEO, Navitas.
On Stocktwits, retail sentiment around the stock improved to 'bullish' from 'neutral' the previous day.
A user said, "$NVTS is powering freaking AI infrastructures!!! This should be at $200 now."
Another user highlighted Navitas' expanding business, with its selection for the U.S. Army's ALATTIS program highlighting its defense-focused silicon carbide technology. Its work with Nvidia on 800-volt AI power systems and the Claros acquisition could open new opportunities in the $8 billion AI power market. The user also pointed to 25% growth in revenue. "Real products, real sales. Price down 23% 3 months — business stronger than ever."
Also see: SpaceX Bundles Grok, X, And Cursor Into New Subscription Tiers
For updates and corrections, email newsroom[at]stocktwits[dot]com.
Shivani Kumaresan has no position in any of the stocks mentioned in this article. StockTwits' news team content is for informational purposes only and is not intended as investment advice. For more, see our editorial policy. This article was originally published on StockTwits.
SPCX Stock Slips Overnight: Analysts See T-Mobile and Verizon Holding The Edge In Starlink's Wireless Push
Broadcom's AI Durability Warning Triggers Sharp Drop In SK Hynix, Samsung In Korea; Nvidia's China AI Chip Share Falls As Huawei Closes In
ASTS Stock Faces Starlink Threat: Analyst Says Musk Could Pair Ligado, Viasat And FCC Spectrum For 'Massive' Midband Block
