Key Highlights
NVTS surges following demonstration of power solutions within NVIDIA’s MGX platform
Navitas shares climb after integration into NVIDIA’s AI infrastructure ecosystem
Stock advances as advanced GaN and SiC technologies address AI data center demands
Company unveils 800 VDC power board during pre-market trading surge
NVIDIA partnership places Navitas power innovation under investor spotlight
Navitas Semiconductor captured significant investor interest as NVTS shares experienced a dramatic surge during Wednesday’s pre-market session. The stock finished Tuesday’s regular session at $25.86, reflecting a 4.02% increase, before climbing to $31.37 in pre-market activity. This movement represented a substantial 21.31% jump and indicated strong momentum building in the shares.
Navitas Semiconductor Corporation, NVTS
Stock Momentum Builds Following NVIDIA MGX Platform Integration
Navitas participated in NVIDIA’s official Partner Ceremony held May 29 at Taipei’s Nangang Exhibition Center. The gathering brought together technology partners aligned with NVIDIA’s AI Factory MGX architecture. The event emphasized the industry’s transition toward 800 VDC rack configurations for expansive AI computing facilities.
The company is presenting its advanced 800 V-to-6 V DC-DC power distribution system at COMPUTEX 2026. The technology exhibition continues June 2 through June 5 in Taipei. Navitas integrated the power board directly into NVIDIA’s AI Factory MGX Ecosystem display area.
The innovative board leverages GaNFast architecture to eliminate the traditional 48 V intermediate bus converter component. This advancement enables optimized spatial efficiency within computing server configurations. The engineering approach additionally focuses on enhanced efficiency metrics, improved dependability, and precision GPU-level power distribution.
Company Reveals Specifications of Advanced Power Distribution System
Navitas disclosed that the board incorporates 16 GaNFast field-effect transistors with 650 V ratings and 11 mOhm resistance. The firm deployed them within its newest DFN8×8 dual-cooling package design. The system achieves 97.5% maximum efficiency while operating at a 1 MHz switching rate.
The architecture delivers a remarkable power density of 2100 watts per cubic inch. Furthermore, the board’s thickness measures approximately 20% less than standard mobile devices. This compact form factor permits installation in close proximity to GPU boards while enhancing transient response characteristics.
Navitas further connected the technology to escalating power requirements throughout AI server infrastructure. The firm emphasized that power distribution now defines critical aspects of large-scale data center architecture. Its combined GaN and SiC technology lineup enables increased rack power capacity, reduced system footprints, and superior thermal management.
Wide-Bandgap Semiconductor Portfolio Addresses AI Computing Requirements
Navitas manufactures wide-bandgap semiconductor solutions engineered for high-efficiency power management in critical applications. Its GeneSiC silicon carbide components facilitate power transmission from electrical grids to AI computing infrastructure. These technologies serve solid-state transformer applications and three-phase power distribution units.
The product range features 2300 V and 3300 V SiC power modules designed for high-voltage implementations. It additionally encompasses 1200 V SiC MOSFETs utilizing the company’s Generation 5 platform. Collectively, these components deliver enhanced power density alongside improved system durability.
Simultaneously, GaNFast architecture enables high-frequency DC-DC transformation for AI GPU power requirements. It facilitates MHz-level operation, accelerated response times, and optimized power delivery from rack infrastructure to GPU components. As a result, NVTS demonstrated strong upward movement as Navitas solidified its position within the NVIDIA MGX ecosystem framework.





