Navitas Semiconductor (NVTS) Unveils 24 KW AI Power Board And 800V Rack Design Bailey Pemberton Tue, October 13, 2026 at 1:15 PM EDT 3 min read NVTS +3.55% MCHP -0.02% NVDA +0.32% 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 Semiconductor (NasdaqGM:NVTS) announced a new 24 kW DC-DC power delivery board co developed with NVIDIA for AI data centers.
The company introduced a reference design targeting 800V DC rack power setups through a collaboration with Microchip Technology.
Navitas presented these AI focused power solutions at major industry events, highlighting higher power density and integrated control features.
The new 24 kW NVIDIA board and 800V Microchip rack design sit alongside broader trends our research has found on Navitas. Our analysis turns up 3 warning signs for Navitas Semiconductor as well.
Investors tracking the build out of AI power infrastructure may also want to look at a wider peer set through 92 AI infrastructure stocks.
Navitas Semiconductor, a US based power chip specialist with a market value of about $2.6b, focuses on semiconductors that manage electricity use in hardware across the US, Europe, China, the rest of Asia and other regions where AI data centers are expanding.
1 thing going right for Navitas Semiconductor that this headline doesn't cover.
The big idea with Navitas Semiconductor is that high voltage GaN power chips in data centers and autos could justify investors treating it as a fast growing specialist, rather than a niche component supplier. These new AI power boards are a direct test of that Narrative in real hardware.
"Navitas anticipates growth in the data center sector, with 40 customer project wins and a growing pipeline, supporting future revenue increases..."
See how the full story points towards a $14.46 fair value for Navitas Semiconductor.
The NVIDIA 24 kW board and the Microchip 800 V rack design both speak to the same thesis: that 800 V AI power systems will matter more for Navitas than legacy mobile or consumer sockets. They turn the data center pipeline in the Narrative from an abstract number into reference platforms that server designers can actually build around.
At the same time, these launches do not erase the flagged issues around profitability, dilution and market volatility. For investors comparing Navitas Semiconductor with peers like Infineon or Texas Instruments, the question becomes whether this kind of ecosystem slotting offsets the risks of ongoing losses and a still developing track record in large scale deployments.
The key is not the headline alone, but how it fits or challenges the longer term story you are building about Navitas before making any investment call.
Add Navitas Semiconductor to your Watchlist and get alerts as these catalysts play out.
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Companies discussed in this article include NVTS.
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