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Navitas Supports 800 VDC Power Architecture for NVIDIA's Next-Generation AI Factory Computing Platforms - Navitas Semiconductor (NASDAQ:NVTS)

Navitas' GaNFast and GeneSiC technologies enable NVIDIA's 800 VDC AI factory power architecture, improving efficiency and scalability for megawatt-scale AI workloads.

  • On October 13, 2025, Navitas Semiconductor unveiled 100V GaN FETs and 650V GaN plus high-voltage SiC devices to support NVIDIA's 800 VDC architecture and confirmed chip supply.
  • Moving to 800V DC enables data centers to transport >150% more power with the same copper, addressing AI factory power density needs, as NVIDIA's blog reports.
  • Technical data shows Navitas developed 100V GaN FETs tuned for GPU DC-DC stages and a 650V GaN/SiC portfolio, with 200mm GaN-on-Si manufacturing via Power Chip boosting efficiency by up to 40%.
  • After the press release, NVTS stock closed ~21% higher on Oct. 13 and Navitas raised $100M in Q2 2025, building a new GaN fabrication plant.
  • Industrywide, ABB, Vertiv, Renesas and others announced 800V power systems while NVIDIA's blog reports 20+ companies preparing for 800V gigawatt AI factories.
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WV News broke the news in on Monday, October 13, 2025.
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