Navitas Semiconductor Leads AI Data Center Power Platform Expansion with 12-kW PSU and NVIDIA Collaboration

Navitas Semiconductor (NVTS) is expanding its presence in the AI data center market, which is expected to grow from $236.44 billion in 2025 to $933.76 billion by 2030. The company has released a 12-kW power supply unit for hyperscale AI data centers and collaborated with NVIDIA to develop an 800V high-voltage DC architecture. NVTS' AI Power Roadmap includes several high-efficiency power supply units and a patented digital control technique, IntelliWeave. Shares of NVTS have surged 147.1% year to date, outperforming the industry and the S&P 500 composite.

Title: Navitas Semiconductor's Expansion in AI Data Centers

Navitas Semiconductor (NVTS) is making significant strides in the rapidly growing AI data center market, poised to expand from $236.44 billion in 2025 to approximately $933.76 billion by 2030, according to MarketsandMarkets [1].

The company has recently released a 12-kW power supply unit (PSU) for hyperscale AI data centers, featuring high-power rack densities of 120kW. This development is part of Navitas' broader AI Power Roadmap, which focuses on next-generation AI data center power delivery. The roadmap includes several high-efficiency PSUs, such as a 2.7kW common redundant power supply (CRPS) that offers 2 times higher power density and a 30% reduction in energy loss [2].

In a notable collaboration, Navitas has partnered with NVIDIA to co-develop an 800V high-voltage DC (HVDC) architecture. This technology is designed for next-generation AI data centers, including systems like NVIDIA Rubin Ultra. The collaboration underscores Navitas' commitment to innovation and its role in supporting the burgeoning AI data center industry [2].

Navitas has also introduced IntelliWeave, a patented digital control technique, which enhances the efficiency and control of power delivery in AI data centers. This technology is particularly relevant in the context of high-density installations, where compact and efficient power conversion is crucial [2].

The market's interest in Navitas is evident in the company's stock performance. Year to date, shares of NVTS have surged 147.1%, outperforming the industry and the S&P 500 composite's growth of 14.9% and 6.9%, respectively. Despite this strong performance, NVTS stock trades at a forward 12-month price-to-sales (P/S) ratio of 20.51X, significantly higher than the industry average of 7.47X [2].

Navitas' competitors are also actively entering the AI data center power space. Texas Instruments, for instance, introduced a suite of power-management chips designed for AI data centers, including the TPS1685, which enables over 6kW of power delivery per channel. Power Integration (POWI) has released high-voltage GaN switchers, such as the 1700V InnoMux 2, achieving over 90% efficiency from a 1kV DC bus [2].

In summary, Navitas Semiconductor's strategic investments in AI data center power solutions and its collaboration with NVIDIA position it well to capitalize on the growing demand for high-efficiency power delivery in AI data centers. While the company's stock valuation is high, its performance and market positioning suggest a promising future in the AI data center market.

# References:
[1] https://www.ainvest.com/chat/share/will-navitas-semiconductor-nvts-skyrocket-after-its-game-changing-800v-hvdc-deal-with-nvidia-for-ai-data-centers-f419eb/
[2] https://www.nasdaq.com/articles/how-navitas-leading-ai-data-center-power-platform-expansion