Navitas Semiconductor shares surge 12.76% intraday as strategic pivot to AI data centers and NVIDIA 800V transition sparks investor optimism.

Navitas Semiconductor (NVTS) surged 12.76% intraday following news of its strategic shift to focus on high-margin AI data center chips, exiting low-margin consumer markets. The company highlighted its positioning for NVIDIA’s 800V transition, which analysts suggest could drive significant growth in the AI infrastructure sector. This pivot aligns with increased investor interest in AI-related technologies, as evidenced by recent coverage emphasizing Navitas’s potential to benefit from rising demand for power-efficient solutions in data centers. The timing of the surge coincided with a video published on January 21, 2026, underscoring the company’s strategic realignment and long-term growth prospects, which directly fueled intraday optimism.