Navitas shares surge 19.25% intraday after unveiling 10 kW DC-DC platform with 98.5% efficiency for AI data centers.

Navitas Semiconductor surged 19.25% intraday following the unveiling of its 10 kW DC-DC power platform, which achieves 98.5% efficiency for 800 VDC next-gen AI data centers. The platform, leveraging GaNFast™ FETs and a three-level half-bridge architecture, addresses critical power density and cooling challenges in AI infrastructure, aligning with NVIDIA’s 2027 800 VDC transition. Analysts highlighted Navitas’ position as the sole pure-play supplier for this architecture, with the product already in customer evaluation and set for showcase at APEC 2026. The move reflects strong market confidence in Navitas’ role in enabling the AI data center power shift, as efficiency gains and scalability meet growing demand for high-performance computing.