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Navitas collaborates with NVIDIA MGX Ecosystem to accelerate 800VDC AI infrastructure

What happened

Navitas Semiconductor joined NVIDIA's Partner Ceremony to support the MGX platform and accelerate 800VDC AI data center rack architectures. This collaboration focuses on developing next-generation power infrastructure for AI factories. Watch: Long-term positive for GaN and SiC power chip demand, but no immediate spot price or capacity impact.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

GaN Power ICSiC800VDC Power Supply

Navitas SemiconductorNVIDIA

AI-infrastructurepartnershippower-electronics

Source and time

Source: Semiconductor Today · 6/3/2026 · View original source

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Navitas collaborates with NVIDIA MGX Ecosystem to accelerate 800VDC AI infrastructure

What happened

Impact and signal

Affected components and suppliers

Source and time

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