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How Is Navitas Leading AI Data Center Power Platform Expansion?
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Key Takeaways
NVTS launched a 12 kW PSU for hyperscale AI data centers, building on its high-efficiency power roadmap.
NVTS' collaboration with NVIDIA targets 800V HVDC platforms for next-gen systems like NVIDIA Rubin Ultra.
Navitas' 8.5 kW GaN/SiC PSU hits 98% efficiency and complies with OCP and ORv3 data center standards.
Navitas Semiconductor (NVTS - Free Report) is expanding its foothold in AI-powered data centers, a rapidly growing market. Per a MarketsandMarketsreport, the global AI data center market is predicted to increase from $236.44 billion in 2025 to approximately $933.76 billion by 2030 at a CAGR of 31.6% during the period.
Recently, the company announced a 12-kW power supply unit (PSU) for hyperscale AI data centers with high-power rack densities of 120kW. In May, Navitas collaborated with NVIDIA (NVDA - Free Report) to co-develop a new 800V high-voltage DC (HVDC) architecture. NVIDIA’s 800V HVDC approach is designed for next-generation AI data centers, including systems like NVIDIA Rubin Ultra.
Navitas ‘AI Power Roadmap’ was created in 2023, focusing on next-generation AI data center power delivery. The initial PSU was a high-speed, high-efficiency 2.7kW common redundant power supply (CRPS), offering 2 times higher power density and a 30% reduction in energy loss. A 3.2kW CRPS followed, achieving a 40% smaller size than best-in-class, legacy silicon solutions for power-hungry AI and Edge computing. Next was the world’s highest-power-density 4.5kW CRPS, achieving 137W/in3 and an efficiency of over 97%.
In November 2024, Navitas released the world’s first 8.5kW AI data-center PSU powered by gallium nitride (GaN) and silicon carbide (SiC) that meets 98% efficiency, complying with the Open Compute Project (“OCP”) and Open Rack v3 (ORv3) specifications. Additionally, Navitas created IntelliWeave, a patented new digital control technique.
Recent Developments by NVTS’ Competitors
In March 2025, Texas Instruments (TXN - Free Report) introduced a new suite of power-management chips specifically designed to meet the rising demands of AI data centers. One of the highlights was the TPS1685, the industry’s first 48V hot-swap eFuse with integrated power-path protection. This chip enables over 6kW of power delivery per channel while reducing board footprint by 50%, making it ideal for rack-scale AI deployments.
Additionally, the company launched the LMG3650R035, LMG3650R025and LMG3650R070 GaN Power Stages using TOLL packaging. Dell has integrated them into a 1.8kW PSU, achieving over 96% system efficiency. Vertiv is using them in a 5.5kW PSU scalable to 132kW per rack, and Greatwall has adopted TI GaN for its 8kW PSU.
Power Integration (POWI - Free Report) is firmly entering the AI data center power space with high-voltage GaN switchers. In late 2024, the company released the 1700V InnoMux 2 GaN switcher IC, achieving over 90% efficiency from a 1kV DC bus, marking a new benchmark in GaN power devices. These high-voltage capabilities are highly relevant to AI data centers seeking compact, efficient power conversion for high-density installations. The company’s next-gen InnoMux 2 lineup is well-aligned with the power demands of rack-scale AI deployments.
NVTS Stock Outperforms Industry & Benchmark
Year to date, shares of Navitas have surged 147.1%, outperforming the industry and the S&P 500 composite’s growth of 14.9% and 6.9%, respectively.
Image Source: Zacks Investment Research
Navitas’ Expensive Valuation
NVTS stock trades at a forward 12-month price-to-sales (P/S) of 20.51X, significantly higher than the industry average of 7.47X.
Image Source: Zacks Investment Research
NVTS Consensus Estimate Trend
The Zacks Consensus Estimate for NVTS’ 2025 and 2026 loss per share has remained unchanged in the past 60 days.
Image Source: Zacks Investment Research
NVTS’ Zacks Rank
NVTS stock currently carries a Zacks Rank #4 (Sell).
Image: Bigstock
How Is Navitas Leading AI Data Center Power Platform Expansion?
Key Takeaways
Navitas Semiconductor (NVTS - Free Report) is expanding its foothold in AI-powered data centers, a rapidly growing market. Per a MarketsandMarkets report, the global AI data center market is predicted to increase from $236.44 billion in 2025 to approximately $933.76 billion by 2030 at a CAGR of 31.6% during the period.
Recently, the company announced a 12-kW power supply unit (PSU) for hyperscale AI data centers with high-power rack densities of 120kW. In May, Navitas collaborated with NVIDIA (NVDA - Free Report) to co-develop a new 800V high-voltage DC (HVDC) architecture. NVIDIA’s 800V HVDC approach is designed for next-generation AI data centers, including systems like NVIDIA Rubin Ultra.
Navitas ‘AI Power Roadmap’ was created in 2023, focusing on next-generation AI data center power delivery. The initial PSU was a high-speed, high-efficiency 2.7kW common redundant power supply (CRPS), offering 2 times higher power density and a 30% reduction in energy loss. A 3.2kW CRPS followed, achieving a 40% smaller size than best-in-class, legacy silicon solutions for power-hungry AI and Edge computing. Next was the world’s highest-power-density 4.5kW CRPS, achieving 137W/in3 and an efficiency of over 97%.
In November 2024, Navitas released the world’s first 8.5kW AI data-center PSU powered by gallium nitride (GaN) and silicon carbide (SiC) that meets 98% efficiency, complying with the Open Compute Project (“OCP”) and Open Rack v3 (ORv3) specifications. Additionally, Navitas created IntelliWeave, a patented new digital control technique.
Recent Developments by NVTS’ Competitors
In March 2025, Texas Instruments (TXN - Free Report) introduced a new suite of power-management chips specifically designed to meet the rising demands of AI data centers. One of the highlights was the TPS1685, the industry’s first 48V hot-swap eFuse with integrated power-path protection. This chip enables over 6kW of power delivery per channel while reducing board footprint by 50%, making it ideal for rack-scale AI deployments.
Additionally, the company launched the LMG3650R035, LMG3650R025and LMG3650R070 GaN Power Stages using TOLL packaging. Dell has integrated them into a 1.8kW PSU, achieving over 96% system efficiency. Vertiv is using them in a 5.5kW PSU scalable to 132kW per rack, and Greatwall has adopted TI GaN for its 8kW PSU.
Power Integration (POWI - Free Report) is firmly entering the AI data center power space with high-voltage GaN switchers. In late 2024, the company released the 1700V InnoMux 2 GaN switcher IC, achieving over 90% efficiency from a 1kV DC bus, marking a new benchmark in GaN power devices. These high-voltage capabilities are highly relevant to AI data centers seeking compact, efficient power conversion for high-density installations. The company’s next-gen InnoMux 2 lineup is well-aligned with the power demands of rack-scale AI deployments.
NVTS Stock Outperforms Industry & Benchmark
Year to date, shares of Navitas have surged 147.1%, outperforming the industry and the S&P 500 composite’s growth of 14.9% and 6.9%, respectively.
Image Source: Zacks Investment Research
Navitas’ Expensive Valuation
NVTS stock trades at a forward 12-month price-to-sales (P/S) of 20.51X, significantly higher than the industry average of 7.47X.
Image Source: Zacks Investment Research
NVTS Consensus Estimate Trend
The Zacks Consensus Estimate for NVTS’ 2025 and 2026 loss per share has remained unchanged in the past 60 days.
Image Source: Zacks Investment Research
NVTS’ Zacks Rank
NVTS stock currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.