Navitas Supports 800 VDC Power Architecture for NVIDIA's Next-Generation AI Factory Computing Platforms

The global AI infrastructure boom is reshaping the data center landscape, with power efficiency and scalability emerging as critical challenges. Navitas Semiconductor, a leader in gallium nitride (GaN) and silicon carbide (SiC) power solutions, has positioned itself at the forefront of this transformation through its collaboration with NVIDIA on an 800 VDC power architecture. This partnership, announced in 2025, underscores Navitas's role as a critical enabler of next-generation AI computing platforms, addressing the limitations of traditional power systems while unlocking new efficiencies for high-density AI workloads.

The Shift to 800 VDC: A Paradigm Change in AI Power Infrastructure

Traditional data centers rely on 54V in-rack power distribution, a model increasingly inadequate for modern AI workloads that demand multi-megawatt (MW) rack densities. According to a Navitas press release, the 800 VDC architecture directly converts 13.8 kV AC grid power to 800 VDC at the data center perimeter, eliminating multiple AC/DC and DC/DC conversion stages. This approach reduces resistive losses, cuts copper usage by up to 45%, and minimizes infrastructure complexity, as noted in a Business Insider story. By delivering 1 MW of power per rack with significantly less material and space, the architecture aligns with the International Electrotechnical Commission's (IEC) low-voltage DC (LVDC) standards, ensuring global scalability according to a Quiver Quant article.

Navitas's Technological Contributions: GaN and SiC as Enablers

Navitas's expertise in wide-bandgap semiconductors is central to the success of this architecture. The company's GaNFast and GeneSiC technologies are integrated into NVIDIA's Kyber rack-scale systems, powering advanced GPUs like the Rubin Ultra, according to an Investing.com report. Navitas's 100V GaN FETs optimize lower-voltage DC-DC stages on GPU power boards, offering superior efficiency and thermal performance, a point highlighted in the Business Insider story. Meanwhile, its 650V GaN and SiC devices handle high-power conversion stages, supported by GaNSafe™ power ICs that provide advanced protection features, including 350 ns short-circuit response time and 2 kV ESD protection described in the Navitas press release. These innovations ensure the reliability and safety required for MW-scale AI infrastructure.

Market Implications: A Strategic Win for Navitas

The partnership with NVIDIA positions Navitas as a key supplier in a rapidly expanding market. As AI factories scale to meet growing demand for generative AI and large language models, the need for efficient power infrastructure will intensify. NVIDIA's 800 VDC architecture is projected to reduce maintenance costs by 70% and cooling expenses by up to 50%, according to an NVIDIA blog post. For Navitas, this collaboration not only secures a long-term revenue stream but also reinforces its leadership in GaN and SiC technologies, which are expected to dominate high-power applications in the coming decade, as reported in a Power Electronics News article.

Conclusion: A Critical Enabler in the AI Power Revolution

Navitas Semiconductor's role in advancing NVIDIA's 800 VDC architecture highlights its strategic importance in the AI infrastructure boom. By addressing the inefficiencies of legacy systems and enabling scalable, high-efficiency power delivery, Navitas is not only supporting NVIDIA's next-generation AI platforms but also setting a new industry standard. For investors, this partnership represents a compelling opportunity to capitalize on the convergence of AI growth and power innovation-a sector poised for exponential expansion in the years ahead.