TLDR
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NVTS jumps as Navitas showcases AI power tech in NVIDIA MGX ecosystem
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Navitas stock rallies after NVIDIA MGX link strengthens AI power story
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NVTS gains as GaN and SiC systems target next-gen AI data centers
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Navitas highlights 800 VDC board as pre-market rally lifts NVTS stock
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NVIDIA MGX showcase puts Navitas AI power technology in market focus
Navitas Semiconductor gained fresh market attention after NVTS jumped sharply in pre-market trading on Wednesday. The stock closed at $25.86, up 4.02%, before rising to $31.37 pre-market. That move marked a 21.31% gain and signaled a sharp breakout.
Navitas Semiconductor Corporation, NVTS
NVTS Rallies After NVIDIA MGX Ecosystem Showcase
Navitas joined NVIDIA’s Partner Ceremony on May 29 at the Taipei Nangang Exhibition Center. The event gathered companies supporting the NVIDIA AI Factory MGX platform. It also highlighted the shift toward 800 VDC rack designs for large AI data centers.
The company is showing its 800 V-to-6 V DC-DC power delivery board at COMPUTEX 2026. The showcase runs from June 2 to June 5 in Taipei. Navitas placed the board inside NVIDIA’s AI Factory MGX Ecosystem Showcase.
The board uses GaNFast technology to remove the 48 V intermediate bus converter stage. As a result, it supports better space use inside compute server trays. The design also targets higher efficiency, stronger reliability, and tighter GPU-level power delivery.
Navitas Details High-Density Power Board
Navitas said the board carries 16 GaNFast FETs rated at 650 V and 11 mOhms. The company placed them in its latest DFN8×8 dual-cooled package. The board targets 97.5% peak efficiency and runs at a 1 MHz switching frequency.
The design reaches a power density of 2100 W per cubic inch. Additionally, the board measures about 20% thinner than a mobile phone. Its low profile allows close placement near the GPU board and improves transient performance.
Navitas also linked the product to rising power needs across AI server racks. The company said power delivery now shapes the next phase of large data center design. Its GaN and SiC portfolio supports higher rack power, smaller systems, and better thermal control.
GaN and SiC Portfolio Supports AI Infrastructure Push
Navitas builds wide-bandgap power chips for high-efficiency power conversion across demanding systems. Its GeneSiC silicon carbide products support power flow from the grid to AI compute racks. These products serve solid-state transformers and three-phase power supply units.
The portfolio includes 2300 V and 3300 V SiC power modules for high-voltage systems. It also includes 1200 V SiC MOSFETs under the company’s Generation 5 technology. Together, these parts support higher power density and stronger system reliability.
Meanwhile, GaNFast technology supports high-frequency DC-DC conversion for AI GPU power demand. It enables MHz operation, faster response, and improved delivery from rack level to GPU level. Consequently, NVTS gained momentum as Navitas strengthened its NVIDIA MGX ecosystem presence.
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