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Navitas Stock In Focus After Nvidia AI Power Board Launch
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Fusion42 · 15 October 2026 · Fusion42 review
Navitas Semiconductor partnered with Nvidia to launch a 24 kW, 800 V-to-12 V DC-DC power delivery board using GaNFast technology aimed at AI data centers, targeting 97% efficiency and high power density. This board eliminates an intermediate voltage conversion step and integrates closely with AI motherboard power architecture, reinforcing Navitas's exposure to growing AI infrastructure demands despite ongoing risks in other sectors and execution challenges.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 1 source has reported it.
◆ ◆ The Wire takeaway
The new Nvidia-backed AI power board opens a direct route for Navitas to capitalise on rising AI data center demand. You can jump on this fresh hardware platform to position your semiconductor products as essential components in evolving AI infrastructure.
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1 source · 14 Oct 2026
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