Navitas Semiconductor Stock Soars on NVIDIA Partnership for AI Power Systems

This Chip Stock Is Soaring on an Nvidia Partnership

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics. He received his M.A. in journalism from The New School and his B.A. in history and political science from McGill University. The Nvidia fairy dust worked its magic on another obscure tech stock on Thursday. Shares of Navitas Semiconductor (NVTS) more than doubled in value after the company announced it would partner with Nvidia (NVDA) to develop "high-efficiency, scalable power delivery for next-generation AI workloads." Navitas, which bills itself as "the only pure-play, next-generation power-semiconductor company," reported revenue of $83.3 million last year, and booked a net loss of about $84.6 million, or 46 cents a share. The company went public via SPAC merger in October 2021 at a price of nearly $13. After hitting an all-time high of $20 that November, shares slumped and on Wednesday closed at $1.91, about 30 cents above their all-time low from earlier this year. Navitas was just one of several companies Nvidia named as a partner when it unveiled a new power distribution architecture on Tuesday in an announcement that largely flew under Wall Street's radar. The company said it was also working with chipmakers Infineon (IFNNY) and Texas Instruments (TXN), as well as power company Eaton (ETN) and data center service provider Vertiv (VRT). Navitas is far from the first obscure company to be thrust into the spotlight by an Nvidia affiliation. Shares of Serve Robotics (SERV) nearly tripled in value in one day last year after Nvidia disclosed a 10% stake in the robotics company. Chinese autonomous driving company WeRide (WRD) got a similar boost from an Nvidia investment earlier this year. Shares of Navitas were up more than 130% at $4.40 in recent trading. Thursday's pop moved the stock into positive territory for the year.

Navitas Semiconductor Soars 146% On NVIDIA Partnership For AI Power Systems - Navitas Semiconductor (NASDAQ:NVTS)

Shares of Navitas Semiconductor Corp NVTS surged 21.9% to $5.37 on Tuesday morning, extending a 146% rally over the past week. The sharp rise follows the company's announcement of a strategic collaboration with NVIDIA Corp to develop an 800V high-voltage direct current (HVDC) architecture designed to power next-generation AI data centers. What To Know: Navitas, a producer of gallium nitride and silicon carbide power semiconductors, will contribute its GaNFast™ and GeneSiC™ technologies to NVIDIA's Kyber rack-scale systems, which are built to power AI GPUs like the Rubin Ultra. Navitas says the new 800V HVDC setup promises significant efficiency improvements over traditional 54V systems, enabling a 5% boost in power efficiency, a 70% drop in maintenance costs and lower cooling requirements. Per the company, their architecture eliminates bulky, low-voltage copper wiring, supporting scalable and efficient power delivery critical for AI workloads requiring gigawatt-scale power. Analysts responded positively, with Rosenblatt Securities raising its price target for NVTS from $4 to $6 and maintaining a Buy rating. Read Also: AMC Entertainment Stock Is Rising Tuesday: What's Going On? How To Buy NVTS Stock Besides going to a brokerage platform to purchase a share - or fractional share - of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. For example, in Navitas Semiconductor's case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment. According to data from Benzinga Pro, NVTS has a 52-week high of $5.25 and a 52-week low of $1.52. NVTSNavitas Semiconductor Corp$5.2919.9%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum97.26GrowthNot AvailableQualityNot AvailableValue29.86Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

Navitas Semiconductor Shares Soar On Nvidia Collaboration - Navitas Semiconductor (NASDAQ:NVTS)

Navitas Semiconductor Corp NVTS shares are rocketing higher in after-hours trading Wednesday after the company was selected by NVIDIA Corp NVDA to collaborate on next-generation 800 V HVDC architecture. What Happened: After the market close on Wednesday, Navitas announced a collaboration with Nvidia to support Kyber rack-scale systems powering the company's GPUs. Nvidia's 800V HVDC architecture is focused on high-efficiency, scalable power delivery for next-generation AI workloads. "We are proud to be selected by Nvidia to collaborate on their 800 HVDC architecture initiative. Our latest innovations in high-power GaN and SiC technologies have seen world firsts and have created new inflections into markets such as AI datacenters and electric vehicles," said Gene Sheridan, co-founder and CEO of Navitas. "With our wide portfolio range, we can support NVIDIA's 800V HVDC infrastructure, from grid to the GPU." The 800V HVDC directly powers the IT racks and is converted by DC-DC converters to lower voltages, which is expected to drive GPUs, such as the Rubin Ultra. Nvidia's 800V HVDC architecture is expected to improve end-to-end power efficiency up to 5%, reduce maintenance costs by 70% and lower cooling costs. How To Buy NVTS Stock By now you're likely curious about how to participate in the market for Navitas -- be it to purchase shares, or even attempt to bet against the company. Buying shares is typically done through a brokerage account. You can find a list of possible trading platforms here. Many will allow you to buy "fractional shares," which allows you to own portions of stock without buying an entire share. If you're looking to bet against a company, the process is more complex. You'll need access to an options trading platform or a broker who will allow you to "go short" a share of stock by lending you the shares to sell. The process of shorting a stock can be found at this resource. Otherwise, if your broker allows you to trade options, you can either buy a put option or sell a call option at a strike price above where shares are currently trading -- either way, it allows you to profit off of the share price decline. NVTS Price Action: Navitas Semiconductor shares were up 224.08% after hours, trading at $6.19 at the time of publication on Wednesday, according to Benzinga Pro. Read Next: Nvidia's $1 Trillion Comeback Shows DeepSeek No Longer Spooks Wall Street Photo: Shutterstock. NVTSNavitas Semiconductor Corp$6.32216.0%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum23.38Growth23.57Quality-Value57.72Price TrendShortMediumLongOverviewNVDANVIDIA Corp$131.46-2.17%Market News and Data brought to you by Benzinga APIs

Navitas Stock Is Gaining Thursday: What's Going On? - Navitas Semiconductor (NASDAQ:NVTS)

Navitas Semiconductor Corporation NVTS shares are trading higher Thursday after Nvidia Corporation NVDA selected the company to collaborate on 800V HVDC architecture. What To Know: Nvidia's 800V DC architecture aims to support efficient and scalable power delivery for future AI workloads, with goals of improving reliability, boosting energy efficiency and simplifying infrastructure. The architecture specifically targets up to a 5% increase in end-to-end power efficiency, a 70% reduction in maintenance costs and lower cooling expenses. Navitas provides GaN and SiC-based power solutions for AI data centers and will support Nvidia's 800V HVDC power infrastructure. "We are proud to be selected by NVIDIA to collaborate on their 800 HVDC architecture initiative. Our latest innovations in high-power GaN and SiC technologies have seen world firsts and have created new inflections into markets such as AI datacenters and electric vehicles", said Gene Sheridan, CEO and co-founder of Navitas. Following the news, Rosenblatt analyst Kevin Cassidy maintained a Buy rating on Navitas and raised the price target from $4 to $6. The stock is moving on higher-than-normal session volume at 135.36 million shares. The company's average session volume over the past 100 days is 4.81 million shares, per data from Benzinga Pro. Related Link: Bitcoin Surges Past $111K As Futures OI Hits $74.3B, Sovereign And Institutional Demand Rises NVTS Price Action: At the time of writing, Navitas stock is trading 120% higher at $4.21, according to data from Benzinga Pro. Image: This illustration was generated using artificial intelligence via Midjourney. NVTSNavitas Semiconductor Corp$4.28124.1%Stock Score Locked: Edge Members Only Benzinga Rankings give you vital metrics on any stock - anytime. Unlock RankingsEdge RankingsMomentum21.94Growth-Quality-Value58.01Price TrendShortMediumLongOverviewNVDANVIDIA Corp$132.800.76%Market News and Data brought to you by Benzinga APIs

Is Navitas Semiconductor Stock a buy After Nvidia Enters the Room? | The Motley Fool

With roughly 12.8% of Navitas shares sold short before the announcement and a market cap still hovering around $886 million as of this writing, this explosive move has triggered a mix of excitement and skepticism among investors. The question now is whether this rally has staying power -- or whether investors have already missed the moment. The answer may depend on understanding not just what happened, but why it matters for the future of AI infrastructure. Read on to find out more. The Nvidia partnership isn't window dressing -- it positions Navitas at the center of one of the most ambitious infrastructure overhauls in AI history. The collaboration involves replacing today's antiquated 54V power architecture with a revolutionary 800V HVDC standard capable of supporting IT racks of 1 megawatt or more. To put this in perspective, current data center infrastructure maxes out at a few hundred kilowatts per rack. Nvidia's next-generation "Kyber" rack-scale systems, powering graphics processing units (GPUs) like the upcoming Rubin Ultra, will demand unprecedented power density. The shift to 800V HVDC isn't just an upgrade -- it's a complete rethinking of how power flows through the digital backbone of AI. Why does this matter? Because power delivery is quickly becoming the bottleneck for AI expansion. As compute requirements explode, traditional power systems are hitting physical limits. Nvidia's projections suggest the shift to HVDC could improve data center power efficiency by 5%, cut copper use by 45%, and reduce maintenance costs by up to 70%. For hyperscale operators managing thousands of racks, these improvements translate to millions in operational savings. Navitas' gallium nitride (GaN) and silicon carbide (SiC) semiconductors are central to delivering this transformation. Its GaNFast and GeneSiC technologies enable the high-frequency switching and thermal efficiency required for 800V systems -- capabilities that traditional silicon simply cannot match. What sets Navitas apart isn't just its technology -- it's the company's integrated approach. While competitors focus on individual components, Navitas has developed complete power system solutions. Their recent demonstration of an 8.5 kW AI data center power supply achieving 98% efficiency isn't just impressive -- it's production-ready. The company's GaNSafe power ICs (integrated circuits) include integrated protection features that traditional discrete solutions lack. Meanwhile, its GeneSiC silicon carbide devices utilize proprietary "trench-assisted planar" technology that delivers superior performance and reliability. The magnitude of the stock's move wasn't driven by fundamentals alone. As of the latest report, 12.8% of Navitas' float was sold short -- an unusually high level for a small-cap tech name. This situation created a powder keg waiting for a catalyst. Short squeezes can be violent and brief, and the rally from under $2 to nearly $5 in a single session reflects a technical unwind as much as a fundamental repricing. The high short interest suggests many investors had written off Navitas as another struggling semiconductor company. The Nvidia announcement forced a rapid reassessment. But here's what makes this different from typical short squeezes: The underlying catalyst has substance. This isn't a meme stock rally driven by social media hype -- it's a fundamental shift in how one of the world's most important technology companies approaches power infrastructure. Despite the excitement, Navitas' financials still demand caution. The company generated approximately $83 million in revenue in 2024 but posted a net loss of nearly the same amount. The bottom line is that the path to consistent profitability remains unclear without significant design wins and volume ramps. That's not surprising given the large short interest, and this Nvidia news doesn't immediately change the situation. Navitas remains a speculative stock, but the asymmetric upside has sharpened considerably. The Nvidia partnership validates both the technology and market opportunity while providing a credible path to scale revenue. A market cap under $900 million leaves substantial room for revaluation if the collaboration leads to broader industry adoption. What's the investing takeaway? Navitas has suddenly moved from obscurity to center stage in the next phase of the AI infrastructure build. The stock may give back some of its recent gains as momentum fades, but the company's opportunity has suddenly expanded in a way that's impossible to ignore. That said, this small-cap tech stock should still be viewed as a high-risk, high-reward option on the larger AI infrastructure build.

Why Navitas Semiconductor Is Skyrocketing Today (Hint: Nvidia Has a New Partner) | The Motley Fool

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday. Navitas announced Wednesday that Nvidia has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips. Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generation AI workloads, ensuring greater reliability, efficiency, and reduced infrastructure complexity." The deal is important not just because it will bring in significant revenue, but because in partnering with the world's leading AI chipmaker, Navitas' technology is validated to the entire industry. Gene Sheridan, CEO of Navitas, said, "We are proud to be selected by Nvidia to collaborate on their 800 HVDC architecture initiative," adding, "Our latest innovations... have created new inflections into markets such as AI data centers and electric vehicles." I think Navitas stock is worth owning; this seal of approval from Nvidia is a game changer, and the company's balance sheet is solid, with minimal debt.

Why Navitas Semiconductor Skyrocketed Yet Again Today | The Motley Fool

The massive gain comes on the heels of last Wednesday's near-200% gain after hours, after the company announced a potentially game-changing deal with Nvidia (NVDA 3.09%). Today, Navitas announced it would be following up that bit of good news with an equity sale, which aims to raise $50 million at much higher prices. While an equity raise would normally send a stock down, the stock is actually increasing again today. Coming into last week's announcement, Navitas seemed like a speculative small-cap company. Last quarter's revenue was just $14 million, a decline from the prior-year quarter, with operating losses of $25.3 million. With small volumes of declining revenue, short interest in the company had crept up to 12.8% of shares outstanding and 18.4% of the float as of April 30. However, things may have changed last Wednesday, when Navitas issued a press release announcing its gallium nitride (GaN) and silicon carbide (SiC) chips had been selected to go into Nvidia's upcoming 800V DC architecture, which will be used in Nvidia's upcoming Rubin Ultra-based data center chip systems. GaN and SiC-based chips have been somewhat of a niche product in the chip industry to date, and only cost-effective for the most trying environments where higher voltages under higher temperatures are required, such as electric vehicles and infrastructure. And while EVs have been in a prolonged slump, artificial intelligence (AI) data centers are becoming increasingly power-hungry, to the point where using more SiC and GaN chips may now be required. The announcement likely produced a massive short squeeze last week. However, today, Navitas announced a new at-the-market (ATM) offering, whereby the company can sell shares in the open market to raise cash. In the press release, the company announced it had sold all the prior $50 million ATM authorization, and had signed up for a new ATM program of similar size. Normally, when a company announces it has diluted shareholders and may continue to do so, the stock goes down; however, it appears investors actually cheered this announcement. Likely, the company sold a lot of stock last week after the big surge, so investors may believe it raised that cash at attractive prices. Of note, the company only had $75 million in cash as of the end of last quarter, so raising more cash at attractive prices to extend Navitas' runway was met with applause. Navitas is hard to value right now, as it's unclear as to the impact of the Nvidia contract. While last week's announcement was certainly great news, I'd be wary of chasing any stock merely on the mention of a partnership with or investment from Nvidia. These moves are driven by hype-by-association, with unclear tangible effects.

Nvidia Selects Navitas Semiconductor to Work on Next-Generation 800V HVDC Architecture

Nvidia will collaborate with Navitas Semiconductor on its next-generation 800V HVDC architecture. Terms of the collaboration, which sent Navitas's stock soaring in after-hours trading, weren't disclosed. Shares of Navitas surged 150%, to $4.81, after the closing bell. Through the regular session's close, shares of Navitas have lost about half their value in the past year. The architecture will support systems that power Nvidia's GPUs, aiming to establish efficient and scalable power for next-generation artificial-intelligence workloads, Navitas said Wednesday. The new device will additionally aim to improve reliability and reduce infrastructure complexity by directly converting grid power to 800V HVDC at the data center perimeter using solid state transformers and industrial-grade rectifiers. The company said this conversion will eliminate several steps from the current process. As a result, Nvidia's 800V HVDC architecture is expected to improve end-to-end power efficiency up to 5%, reduce maintenance costs by 70% and lower cooling costs, according to Navitas. "With our wide portfolio range, we can support NVIDIA's 800V HVDC infrastructure, from grid to the GPU," Navitas Chief Executive Gene Sheridan said.