⚡Navitas Semiconductor Unveils 800V GaN Power Board For AI Data Centers
Navitas Semiconductor Unveils 800V GaN Power Board For AI D…
TL;DR
Navitas Semiconductor stock surged on April 21 as the company doubled down on its AI data center pivot with an 800-volt DC-DC GaNFast power delivery board unve…
Navitas Semiconductor stock surged on April 21 as the company doubled down on its AI data center pivot with an 800-volt DC-DC GaNFast power delivery board unveiled at Nvidia GTC 2026. AI and data center applications now make up the majority of Navitas revenue for the first time.
Key Points
Unveiled 800V DC-DC GaNFast board at NVIDIA GTC 2026
High-power AI applications now the majority of revenue
Targeting a $3.5B serviceable market by 2030
Why It Matters
Power delivery is becoming the hidden bottleneck for AI data centers — and gallium nitride suppliers like Navitas are quietly becoming as strategic as the GPU makers themselves.
Frequently Asked Questions
Why does this matter?
Power delivery is becoming the hidden bottleneck for AI data centers — and gallium nitride suppliers like Navitas are quietly becoming as strategic as the GPU makers themselves.
What happened?
Navitas Semiconductor stock surged on April 21 as the company doubled down on its AI data center pivot with an 800-volt DC-DC GaNFast power delivery board unve…
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