Navitas teams up with Nvidia to rewire power delivery for AI data centers

AI models get the headlines. The electricity that feeds them gets a footnote. Navitas Semiconductor (Nasdaq: NVTS) wants to make that footnote a lot more efficient.

The company is collaborating with Nvidia on power semiconductor solutions built for next-generation 800 VDC architectures, aimed squarely at AI data centers and GPU racks. The partnership was first announced on May 21, 2025.

What Navitas is actually building

The collaboration leans on two Navitas product lines. GaNFast uses gallium nitride (GaN), and GeneSiC uses silicon carbide (SiC).

The headline product is a direct 800 V-to-6 V DC-DC conversion board. Conventional setups running on 48 V and 50 V systems traditionally need intermediate conversion stages. The Navitas board is designed to skip those layovers entirely.

The numbers are specific. The board aims to hit peak efficiency of 96.5% to 97.5% at 1 MHz switching frequencies.

It also targets power densities of up to 2,100 W/in³.

Under the hood, the design uses 16 GaNFast FETs rated at 650 V, with 11–17 mΩ specifications.

The resulting board is ultra-low-profile, roughly 20% thinner than a smartphone.

The broader 800 V approach also promises material savings. The research points to up to 45% thinner wiring, which translates to a 45% reduction in copper needs, along with fewer conversion losses.

The architecture targets 1 MW+ power delivery, compared with traditional systems that top out at hundreds of kW.

How the partnership has unfolded

The collaboration plugs into Nvidia’s MGX ecosystem and its 800 V HVDC initiative. That initiative covers platforms including Kyber racks and Rubin Ultra GPUs.

Since the May 2025 announcement, the partnership has moved from press release to physical hardware. Navitas exhibited the 800 V-to-6 V power delivery board at COMPUTEX, which ran from June 2 to June 5, 2026.

Then on October 5, 2026, Navitas joined with Microchip to unveil a joint reference design. Reference designs are essentially blueprints that hardware makers can adopt rather than engineering a solution from scratch.

Investors noticed. NVTS shares reportedly posted intraday gains of up to 20% following the partnership announcements.

What this means for Navitas, Nvidia and AI infrastructure

The competitive picture is also worth tracking. The Microchip reference design shows that the 800 V ecosystem is pulling in multiple semiconductor players, not just Navitas.

The efficiency figures are also targets. The board aims for 96.5% to 97.5% peak efficiency, and real-world deployments will determine whether those numbers hold up at scale.

Key things to watch include adoption of the 800 V HVDC standard among data center builders, Navitas’ progress converting design wins into revenue, and how platforms like Kyber racks and Rubin Ultra GPUs roll out in practice.