Navitas Semiconductor (NVTS) is teaming up with Nvidia to revolutionize power delivery in AI data centers. The partnership, announced on May 21, 2025, focuses on developing power semiconductor solutions tailored for next-generation 800 VDC architectures, specifically targeting AI data centers and GPU racks.
The collaboration leverages two of Navitas’ product lines: GaNFast, which uses gallium nitride (GaN), and GeneSiC, which uses silicon carbide (SiC). The centerpiece of this effort is a direct 800 V-to-6 V DC-DC conversion board. Unlike conventional systems that rely on intermediate conversion stages, this board is designed to eliminate those steps entirely. The board aims for peak efficiency of 96.5% to 97.5% at 1 MHz switching frequencies and power densities of up to 2,100 W/in³.
The design incorporates 16 GaNFast FETs rated at 650 V, with 11-17 mΩ specifications, resulting in an ultra-low-profile board that is roughly 20% thinner than a smartphone. The 800 V architecture also promises significant material savings, including up to 45% thinner wiring and a 45% reduction in copper needs. The system is designed to handle 1 MW+ power delivery, compared to traditional systems that cap out at hundreds of kW.
The partnership aligns with Nvidia’s MGX ecosystem and its 800 V HVDC initiative, which includes platforms like Kyber racks and Rubin Ultra GPUs. Since the initial announcement, the collaboration has progressed from concept to physical hardware. Navitas showcased the 800 V-to-6 V power delivery board at COMPUTEX from June 2 to June 5, 2026. On October 5, 2026, Navitas and Microchip unveiled a joint reference design, which could accelerate adoption by hardware makers.
Investors have taken notice, with NVTS shares reportedly posting intraday gains of up to 20% following the partnership announcements. However, the competitive landscape is expanding, as evidenced by Microchip’s involvement in the reference design. Real-world deployments will determine whether the board’s efficiency targets of 96.5% to 97.5% hold up at scale. Key factors to watch include the adoption of the 800 V HVDC standard, Navitas’ ability to convert design wins into revenue, and the rollout of Nvidia’s platforms.