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Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?
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Key Takeaways
NVTS and NVIDIA developed a 24-kW board that converts 800V DC to 12V DC in a single stage.
The design eliminates an intermediate 50V conversion stage to improve efficiency and reduce board space.
NVTS' collaboration supports its 800V strategy as AI data centers demand more efficient power solutions.
Navitas Semiconductor (NVTS - Free Report) is expanding its AI infrastructure opportunity through a collaboration with NVIDIA on a new 800V-to-12V power delivery board. The 24-kilowatt board converts 800V direct current (DC) to 12V DC in a single stage, eliminating the intermediate 50V bus converter stage. According to NVTS, the design is expected to improve system efficiency and reduce board space.
The new board is designed to simplify power delivery in next-generation AI systems. By removing an intermediate conversion stage, it reduces the number of power conversion steps needed to deliver electricity to the system. This is important as AI data centers require higher power density and more efficient power delivery to support increasingly demanding workloads.
The collaboration also supports NVTS' broader strategy to benefit from the shift toward 800V power architectures. During its second-quarter 2026 earnings call, management said this transition would happen in stages through 2027 and beyond. The company is developing gallium nitride (GaN) and high-voltage silicon carbide (SiC) solutions for different parts of the power delivery chain. The new board adds to these efforts by addressing the conversion of 800V power to the lower voltage required by computing systems.
NVTS expects the growth of AI infrastructure and the adoption of 800V architectures to create further opportunities for its power technologies. Its collaboration with NVIDIA gives the company an opportunity to demonstrate its power delivery capabilities for next-generation AI systems. As demand for efficient, high-density power solutions increases, the new board could help NVTS strengthen its position in the AI data center market.
How Competitors Fare Against NVTS
The company faces strong competition from ON Semiconductor (ON - Free Report) and STMicroelectronics (STM - Free Report) in the race to supply high-voltage solutions for AI data centers.
ON is expanding its presence in AI data center power as the industry moves toward 800V DC architectures. The company expects AI data center revenues to more than double in 2026, while silicon carbide revenues from AI data center applications are expected to grow nearly 60% year over year. The company expects its high-voltage revenues to accelerate as data centers adopt 800V DC distribution, increasing demand for its power solutions across the AI power tree.
STMicroelectronics is another semiconductor company gaining from rising AI data center power demand. The company reported 50% year-over-year growth in communication equipment and computer peripherals in the second quarter, supported by its AI-related customer programs. STM is already supplying microcontrollers, high-voltage power and analog products for the power stage of cloud AI systems and is building a pipeline for low-voltage power solutions. The company expects data center revenues to exceed $1 billion in 2026 and $2 billion in 2027 if current trends continue.
NVTS' Price Performance, Valuation & Estimates
Shares of Navitas Semiconductor have rallied 30.7% year to date compared with the Zacks Electronics – Semiconductors industry’s growth of 25.9%.
NVTS YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 37.83X, significantly higher than the industry’s average of 4.71X. The Zacks Value Score of F suggests that NVTS stock is overvalued.
NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Navitas Semiconductor’s 2026 bottom line is pegged at a loss of 14 cents per share. The estimates for 2026 loss per share have remained unchanged over the past 30 days.
View the Zacks #1 Rank List
Image: Bigstock
Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?
Key Takeaways
Navitas Semiconductor (NVTS - Free Report) is expanding its AI infrastructure opportunity through a collaboration with NVIDIA on a new 800V-to-12V power delivery board. The 24-kilowatt board converts 800V direct current (DC) to 12V DC in a single stage, eliminating the intermediate 50V bus converter stage. According to NVTS, the design is expected to improve system efficiency and reduce board space.
The new board is designed to simplify power delivery in next-generation AI systems. By removing an intermediate conversion stage, it reduces the number of power conversion steps needed to deliver electricity to the system. This is important as AI data centers require higher power density and more efficient power delivery to support increasingly demanding workloads.
The collaboration also supports NVTS' broader strategy to benefit from the shift toward 800V power architectures. During its second-quarter 2026 earnings call, management said this transition would happen in stages through 2027 and beyond. The company is developing gallium nitride (GaN) and high-voltage silicon carbide (SiC) solutions for different parts of the power delivery chain. The new board adds to these efforts by addressing the conversion of 800V power to the lower voltage required by computing systems.
NVTS expects the growth of AI infrastructure and the adoption of 800V architectures to create further opportunities for its power technologies. Its collaboration with NVIDIA gives the company an opportunity to demonstrate its power delivery capabilities for next-generation AI systems. As demand for efficient, high-density power solutions increases, the new board could help NVTS strengthen its position in the AI data center market.
How Competitors Fare Against NVTS
The company faces strong competition from ON Semiconductor (ON - Free Report) and STMicroelectronics (STM - Free Report) in the race to supply high-voltage solutions for AI data centers.
ON is expanding its presence in AI data center power as the industry moves toward 800V DC architectures. The company expects AI data center revenues to more than double in 2026, while silicon carbide revenues from AI data center applications are expected to grow nearly 60% year over year. The company expects its high-voltage revenues to accelerate as data centers adopt 800V DC distribution, increasing demand for its power solutions across the AI power tree.
STMicroelectronics is another semiconductor company gaining from rising AI data center power demand. The company reported 50% year-over-year growth in communication equipment and computer peripherals in the second quarter, supported by its AI-related customer programs. STM is already supplying microcontrollers, high-voltage power and analog products for the power stage of cloud AI systems and is building a pipeline for low-voltage power solutions. The company expects data center revenues to exceed $1 billion in 2026 and $2 billion in 2027 if current trends continue.
NVTS' Price Performance, Valuation & Estimates
Shares of Navitas Semiconductor have rallied 30.7% year to date compared with the Zacks Electronics – Semiconductors industry’s growth of 25.9%.
NVTS YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Navitas Semiconductor trades at a forward price-to-sales ratio of 37.83X, significantly higher than the industry’s average of 4.71X. The Zacks Value Score of F suggests that NVTS stock is overvalued.
NVTS Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Navitas Semiconductor’s 2026 bottom line is pegged at a loss of 14 cents per share. The estimates for 2026 loss per share have remained unchanged over the past 30 days.
Image Source: Zacks Investment Research
Navitas Semiconductor currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.