TLDR
Navitas (NVTS) stock rebounds 6.21% after hours following a 7.33% daily decline.
Navitas and NVIDIA introduce a 24 kW power board for next-generation AI data centers.
The new power delivery board targets 97% efficiency to reduce AI energy losses.
Navitas’ 800 V-to-12 V technology simplifies power conversion for advanced GPUs.
Navitas plans to showcase its latest NVIDIA-linked power technology at OCP Summit.
Navitas Semiconductor Corporation (NVTS) stock fell 7.33% to $9.99 at Monday’s close before rebounding 6.21% to $10.61 after hours. The recovery followed developments surrounding its latest AI data center power technology, developed alongside NVIDIA. The company introduced a 24 kW power delivery board designed to improve efficiency across next-generation computing infrastructure.
Navitas Semiconductor Corp, NVTS
Navitas Expands NVIDIA Collaboration With New Power Technology
Navitas Semiconductor announced its latest 800 V-to-12 V power delivery board for NVIDIA’s MGX ecosystem. The technology uses GaNFast components to support advanced power systems across high-performance AI data centers. Furthermore, the development expands Navitas’ existing portfolio of power solutions for demanding computing applications.
The new board delivers 24 kW while targeting 97% efficiency under full operating loads. It also achieves power density exceeding 2,000 watts per cubic inch, supporting increasingly demanding AI hardware. Consequently, the system delivers substantial power within a compact design suited for modern computing infrastructure.
Navitas developed the board using NVIDIA’s latest 400 mm by 60 mm form factor. This configuration allows manufacturers to position power components closer to processors and reduce transmission losses. Additionally, the design supports higher computing demands without requiring larger power delivery systems.
New Architecture Targets AI Data Center Efficiency
The technology converts 800 VDC directly into 12 VDC through a single-stage power architecture. This approach removes an intermediate conversion stage commonly found in existing power delivery systems. As a result, operators can reduce energy losses, hardware requirements, and overall system complexity.
The board incorporates 16 NV6034 GaNFast transistors within its primary power conversion architecture. These components use a stacked half-bridge configuration and Navitas’ latest dual-cooled semiconductor packaging. Together, these features support efficient power delivery and improve thermal management during demanding computing operations.
Navitas previously introduced a 20 kW power board that converts 800 VDC into 6 VDC. The latest development extends that earlier collaboration with NVIDIA and introduces another option for system designers. Meanwhile, both solutions support the industry’s transition toward higher-voltage power infrastructure for AI computing.
Navitas Semiconductor Advances Its AI Infrastructure Strategy
The latest announcement supports Navitas’ broader transformation strategy, which focuses on advanced power semiconductor technologies. Through this initiative, the company aims to replace traditional silicon components with gallium nitride and silicon carbide alternatives. These materials support higher efficiency and greater power density across demanding electrical applications.
Navitas President and CEO Chris Allexandre identified efficient power delivery as an important requirement for expanding AI infrastructure. He also emphasized the company’s work with NVIDIA to simplify power conversion between electrical systems and GPUs. The new technology addresses growing energy requirements across increasingly powerful computing platforms.
Navitas plans to display the new board at the NVIDIA AI Factory MGX Wall during OCP Global Summit 2026. The presentation will highlight its latest power delivery capabilities within NVIDIA’s expanding computing ecosystem. Meanwhile, the stock’s after-hours rebound followed a difficult regular session as the company advanced its AI infrastructure strategy.
The post Navitas Semiconductor Corporation (NVTS) Stock: Rebounds as NVIDIA Unveils New AI Power Tech appeared first on Blockonomi .
