Navitas Semiconductor (NASDAQ: NVTS) Surges 26.08% on Nvidia AI Partnership

Shares of Navitas Semiconductor (NASDAQ: NVTS) surged 26.08% on October 14, 2025, marking a four-day rally that lifted the stock 62.40% and pushed it to a peak not seen since October 2025. The intraday jump reached 33.70%, driven by a landmark partnership with Nvidia to supply power solutions for the latter’s 800 VDC AI architecture. This collaboration signals Navitas’s strategic pivot from consumer electronics to the high-growth AI data center market, leveraging its advanced gallium nitride (GaN) and silicon carbide (SiC) technologies to meet the escalating power demands of next-generation AI systems.

The partnership positions Navitas as a critical enabler for Nvidia’s Kyber and Rubin Ultra platforms, where its components streamline power delivery by converting 13.8 kVAC utility power directly to 800 VDC. This eliminates intermediate conversion stages, reducing resistive losses and improving overall efficiency by up to 5%. The architecture’s design cuts copper usage by 45% per 1MW rack, aligning with global sustainability goals and offering cost savings for hyperscale operators. Navitas’s GeneSiC technology, with over two decades of innovation, supports voltage ranges up to 6,500V, while its GaNSafe power ICs and IntelliWeave digital control enhance reliability and efficiency in AI workloads.

This shift reflects Navitas’s broader reorientation toward AI infrastructure, targeting a $2.6 billion market by 2030. The stock’s sharp rise underscores investor confidence in the company’s ability to capitalize on the AI infrastructure boom, with Nvidia’s endorsement validating its wide-bandgap semiconductor expertise. The partnership also intensifies competition in the AI chip ecosystem, as rivals like AMD and Intel face pressure to advance their own power delivery solutions. For Navitas, the deal secures long-term revenue potential and cements its role in a market where efficiency gains translate directly into cost and environmental benefits.

Investor enthusiasm is tempered by Navitas’s mixed financials, including a 27.1% gross margin and negative return on assets. However, the strategic alignment with Nvidia’s AI vision has outweighed near-term concerns, highlighting the growing interdependence between AI chip designers and specialized power component suppliers. As AI systems push power consumption and thermal management boundaries, similar collaborations may become industry norms, further solidifying Navitas’s position in the next phase of AI infrastructure development.