Boom. Just like that, Navitas Semiconductor (NVTS) went from under-the-radar to front-and-center on Wall Street. The stock exploded as much as 163% (as of writing) in pre-market trading after announcing a blockbuster partnership with none other than Nvidia (NVDA). The two are teaming up to power the future of AI data centers, and investors definitely like the sound of growth.
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Who Are You, NVTS?
Navitas, a specialist in next-gen gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, is joining forces with Nvidia to develop an ultra-efficient 800-volt high-voltage direct current (HVDC) power system. This new setup will fuel Nvidia’s “Kyber” rack-scale systems, which are built to run monster AI chips like the Rubin Ultra GPU.
In more straightforward wording: Navitas just landed a golden ticket into Nvidia’s booming AI empire.
The partnership couldn’t come at a better time. AI workloads are growing like wildfire, and data centers are struggling to keep up with the massive power demands. Traditional 54V power systems are reaching their limits—they are bulky, inefficient, and expensive to scale. Nvidia’s new 800V HVDC approach changes the game by reducing copper use, cutting power losses by up to 30%, and improving energy efficiency end-to-end.
What NVTS Brings to the Table
Navitas brings the secret sauce to make it all work: GaNFast™ and GeneSiC™ power technologies, plus a cutting-edge 12kW power supply ready for mass production. It’s explicitly designed for hyperscale AI data centers, offering more power in a smaller, cooler, and more reliable package.
This deal signals a stamp of approval from Nvidia, positioning Navitas as a must-watch player in the rapidly evolving AI infrastructure race. Investors love asymmetric upside stories, and NVTS just turned into one. Yes, the stock has surged. Yes, it’s now on the radar. But if Nvidia is betting on Navitas to help fuel the AI revolution, this might just be the beginning of a much larger power play.
Keep an eye on analyst upgrades, insider activity, and future earnings. NVTS may have just moved from speculative to strategic overnight.
Is NVTS Stock a Good Buy?
As of now, the Street’s analysts rate Navitas as a Moderate Buy, but this rating could be upgraded soon after the new Nvidia partnership. The average NVTS stock price target is $3.25, implying a 70.16% upside.
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