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Navitas supporting 800VDC power architecture for NVIDIA’s next-gen AI factory computing platforms
What happened
Navitas Semiconductor announced progress in developing 800VDC GaN and SiC power devices to support NVIDIA's next-generation AI factory computing platform power architecture. This is a long-term R&D milestone aligning with the high-power demands of advanced AI data centers. Neutral: This is a technology validation for Navitas's product roadmap but does not indicate any immediate supply, demand, or pricing shift for power semiconductors.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
GaN Power ICsSiC Power Semiconductors
Navitas Semiconductor Corp
R&DAI InfrastructurePower Architecture
Source and time
Source: Semiconductor Today · 10/15/2025 · View original source
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