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ON Semiconductor Jumps After Nvidia Deal -- Is This The Next Big AI Power Play?
ON Semiconductor ON announced a collaboration with Nvidia NVDA on Tuesday to accelerate the transition to 800 Volt Direct Current (VDC) power architectures, a critical advancement for improving efficiency, density, and sustainability in next-generation AI data centers. On Semiconductor stock gained after the update. To support this shift, On Semiconductor delivers high-efficiency, high-density power conversion across every stage of the power journey -- from high-voltage AC/DC conversion at substations to precise voltage regulation at the processor level -- enabling AI data centers to manage massive power loads with minimal loss. Also Read: What's Fueling ON Semiconductor's Recent Stock Surge? By leveraging decades of expertise in silicon and silicon carbide (SiC) technologies, On Semiconductor offers advanced solutions for solid-state transformers, power supply units, and core 800 VDC distribution. On Semiconductor stock is down 7% year-to-date despite gaining 51% in the last three months. A lot has been brewing in the semiconductor space lately, which has a very close-knit ecosystem. The United States has temporarily paused technology export restrictions to China to avoid disrupting trade talks and support President Donald Trump's efforts to secure a meeting with Chinese President Xi Jinping later this year, the Financial Times reported Monday. This shift may benefit semiconductor companies, offering a potential boost as trade discussions kick off Monday in Stockholm between U.S. and Chinese officials. The policy change comes shortly after Nvidia announced it would resume H20 AI chip sales to China, reversing a Trump-era export ban imposed in April due to national security concerns. Trending Investment OpportunitiesAdvertisementArrivedBuy shares of homes and vacation rentals for as little as $100. Get StartedWiserAdvisorGet matched with a trusted, local financial advisor for free.Get StartedPoint.comTap into your home's equity to consolidate debt or fund a renovation.Get StartedRobinhoodMove your 401k to Robinhood and get a 3% match on deposits.Get Started Last week, the White House unveiled "Winning the AI Race: America's AI Action Plan," fulfilling President Trump's January order to clear barriers to U.S. AI leadership. The plan outlines 90+ federal actions focused on innovation, infrastructure, and global AI leadership. Semiconductor stocks rebounded Wednesday after falling on reports of delays in the $500 billion Stargate project. The administration will fast-track data center and chip plant permits, launch workforce development programs, streamline regulations, and require AI contracts to ensure models remain objective and unbiased. ON Price Action: ON Semiconductor shares were up 2.47% at $60.11 at the time of publication on Tuesday, according to Benzinga Pro data. Read Next: Walmart's Bold AI Overhaul Could Drive Efficiency, Margins, And Market Edge Photo: Shutterstock NVDANVIDIA Corp$178.350.91%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum88.16Growth98.74QualityN/AValue6.32Price TrendShortMediumLongOverviewONON Semiconductor Corp$59.701.77%Market News and Data brought to you by Benzinga APIs
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Onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions for Next-Generation AI Data Centers
, (GLOBE NEWSWIRE) -- onsemi (Nasdaq: ON) today announced its working with NVIDIA to support the transition to 800 Volts Direct Current (VDC) power architectures, a transformative solution that is driving significant gains in efficiency, density, and sustainability for next-generation AI data centers. At the core of this shift is new power distribution system, which must distribute a massive amount of power with minimal losses during each voltage conversion. onsemi's intelligent power portfolio plays a critical role in enabling the next generation of AI data centers by delivering high-efficiency, high-density power conversion across every stage of the power journey -- from high-voltage AC/DC conversion at the substation to precise voltage regulation at the processor level. Leveraging decades of innovation in both silicon and silicon carbide (SiC) technologies, onsemi provides industry-leading solutions for solid state transformers, power supply units, 800 VDC distribution, and core power delivery, all integrated with intelligent monitoring and control. This breadth and depth of capability make onsemi one of the few companies able to meet the demanding power requirements of modern AI infrastructure with scalable, physically realizable designs. ### About onsemi onsemi (Nasdaq: ON) is driving disruptive innovations to help build a better future. With a focus on automotive and industrial end-markets, the company is accelerating change in megatrends such as vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure. onsemi offers a highly differentiated and innovative product portfolio, delivering intelligent power and sensing technologies that solve the world's most complex challenges and leads the way to creating a safer, cleaner and smarter world. onsemi is included in the Nasdaq-100 Index and S&P 500 index. Learn more about onsemi at www.onsemi.com.
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ON Semiconductor partners with NVIDIA to develop 800 Volt Direct Current power architectures, aiming to enhance efficiency and sustainability in AI data centers. This collaboration marks a significant advancement in power management for AI infrastructure.
ON Semiconductor (ON) and NVIDIA (NVDA) have announced a groundbreaking collaboration to accelerate the transition to 800 Volt Direct Current (VDC) power architectures for next-generation AI data centers
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. This partnership aims to revolutionize power management in AI infrastructure, focusing on improving efficiency, density, and sustainability.Source: Benzinga
The shift to 800 VDC power architectures represents a critical advancement in managing the massive power requirements of modern AI data centers. ON Semiconductor's role in this collaboration is to provide high-efficiency, high-density power conversion solutions across every stage of the power journey
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. This includes:By leveraging decades of expertise in silicon and silicon carbide (SiC) technologies, ON Semiconductor offers advanced solutions that enable AI data centers to manage enormous power loads with minimal loss.
The announcement of this collaboration has been well-received by the market, with ON Semiconductor's stock gaining 2.47% to reach $60.11 following the news
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. This positive response reflects the growing importance of AI infrastructure and the critical role of power management in its development.The semiconductor industry has been experiencing significant developments recently, particularly in relation to AI and international trade. The U.S. government has temporarily paused technology export restrictions to China, potentially benefiting semiconductor companies as trade discussions resume
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. This policy shift comes shortly after NVIDIA announced it would resume H20 AI chip sales to China, reversing a previous export ban.Related Stories
The collaboration between ON Semiconductor and NVIDIA aligns with broader government initiatives to support AI development. The White House recently unveiled "Winning the AI Race: America's AI Action Plan," which outlines over 90 federal actions focused on innovation, infrastructure, and global AI leadership
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. This plan includes measures to fast-track data center and chip plant permits, launch workforce development programs, and streamline regulations.Despite the recent stock gain, ON Semiconductor's shares are down 7% year-to-date. However, the company has seen a significant 51% increase in the last three months
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. This recent surge, coupled with the NVIDIA collaboration, positions ON Semiconductor as a potentially key player in the AI power management space.As the demand for AI infrastructure continues to grow, the importance of efficient power management solutions becomes increasingly critical. ON Semiconductor's collaboration with NVIDIA on 800 VDC power architectures represents a significant step forward in addressing these challenges and shaping the future of AI data centers.
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