Navitas Semiconductor (NVTS) Unveils 24 KW AI Power Board And 800V Rack Design

What happened: Navitas Semiconductor ($NVTS) announced a 24 kW DC-DC power delivery board co developed with NVIDIA for AI data centers, and introduced an 800V DC rack power reference design through a collaboration with Microchip Technology. Key numbers: 24 kW board; 800V rack design; market value about $2.6b; 40 customer project wins; $14.46 Why it matters: The content frames these boards as reference platforms testing whether high voltage GaN chips in data centers can support a fast growing specialist narrative, while flagged issues around profitability, dilution and volatility remain. Market: -3.9% by next close ($71.25 on Oct 14), +10.8% YTD

Navitas Semiconductor ($NVTS) announced a 24 kW DC-DC power delivery board co developed with NVIDIA for AI data centers, and introduced an 800V DC rack power reference design through a collaboration with Microchip Technology.

The content frames these boards as reference platforms testing whether high voltage GaN chips in data centers can support a fast growing specialist narrative, while flagged issues around profitability, dilution and volatility remain. Market: -3.9% by next close ($71.25 on Oct 14), +10.8% YTD