Nvidia Partners with On Semiconductor in Latest Collaboration

On Semiconductor and Nvidia are collaborating on a new project, as announced by On Semiconductor. The collaboration aims to develop new technologies that will benefit both companies. Nvidia is a leading provider of graphics processing units (GPUs), while On Semiconductor specializes in a range of semiconductor products. The exact details of the collaboration have not been disclosed.

On July 02, 2025, On Semiconductor announced a significant collaboration with Nvidia to develop advanced power architectures for next-generation AI data centers. The partnership aims to enhance efficiency, density, and sustainability in AI infrastructure, addressing the growing demand for high-performance computing solutions.

The collaboration focuses on the implementation of 800 Volt Direct Current (VDC) power architectures, a critical advancement in managing the substantial power requirements of modern AI data centers. On Semiconductor will provide high-efficiency, high-density power conversion solutions across various stages of the power journey, including high-voltage AC/DC conversion at substations, power supply units, 800 VDC distribution, and precise voltage regulation at the processor level [2].

This partnership marks a significant step forward in the semiconductor industry's response to the increasing complexity and energy demands of AI applications. The collaboration aligns with broader government initiatives aimed at supporting AI development, such as the White House's "Winning the AI Race: America's AI Action Plan," which includes measures to fast-track data center and chip plant permits, launch workforce development programs, and streamline regulations [2].

The market has responded positively to this announcement, with ON Semiconductor's stock gaining 2.47% to reach $60.11 following the news. This positive response reflects the growing importance of AI infrastructure and the critical role of power management in its development [2].

Despite the recent stock gain, ON Semiconductor's shares are down 7% year-to-date. However, the company has seen a significant 51% increase in the last three months, positioning it as a key player in the AI power management space [2]. The collaboration with Nvidia represents a strategic move that could further solidify On Semiconductor's market position and drive innovation in the semiconductor industry.

In conclusion, the partnership between On Semiconductor and Nvidia is a notable development in the AI and semiconductor sectors. The focus on 800 VDC power architectures highlights the industry's commitment to improving efficiency and sustainability in AI data centers. As AI infrastructure continues to grow, this collaboration is poised to play a pivotal role in shaping the future of computing power solutions.

References:
[1] https://www.scmp.com/tech/tech-war/article/3320301/chinese-semiconductor-ai-firms-form-pact-nvidia-faces-inquiry-h20-chips-security?utm_source=rss_feed
[2] https://theoutpost.ai/news-story/on-semiconductor-and-nvidia-collaborate-on-800-vdc-power-solutions-for-next-gen-ai-data-centers-18353/