By Sasha Jovanovic
Publication Date: 2026-10-14 14:20:00
In early October 2026, Navitas Semiconductor announced a new 24 kW, 800 V-to-12 V GaNFast DC-DC power delivery board, developed with NVIDIA to support the NVIDIA MGX ecosystem and future 800 VDC AI data-center architectures, following earlier 800 V-to-6 V collaboration work.
The single-stage 800 V-to-12 V design, targeting 97% efficiency and high power density, removes an intermediate conversion step to simplify AI rack power delivery and reduce losses directly at the compute tray.
We will now examine how this higher-efficiency 800 V-to-12 V architecture for AI data centers could reshape Navitas Semiconductor’s investment narrative.
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Navitas Semiconductor Investment Narrative Recap
To own Navitas, you have to believe its GaN and SiC technology will translate into meaningful, higher-value positions in AI data centers and electrification, despite current losses and volatility. The new 24 kW 800 V to 12 V board with NVIDIA appears to support the key near term catalyst of high power AI design momentum, but does not directly reduce the major risk of ongoing operating losses and recent shareholder dilution.
The collaboration with Microchip on an 800 V to 6 V AI data center reference design is particularly relevant here, because it underlines a broader push around the OCP 800 V standard rather than a single NVIDIA program….
