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Navitas shares surge 5% on Nvidia AI infrastructure partnership

Navitas Semiconductor (NASDAQ: NVTS) shares climbed 5% in after-hours trading after the company announced a strategic collaboration with Nvidia on an advanced power delivery board for next-generation AI data centers. The 24-kilowatt board converts 800 VDC directly to 12 VDC in a single stage, bypassing the traditional 50 V intermediate bus converter to improve efficiency and save board space. The design targets 97% efficiency at full load and can be placed directly beside the processors on the compute motherboard. It expands Navitas' 800 VDC portfolio, building on a previously announced 20 kW board also co-developed with Nvidia, and will be shown at the OCP Global Summit 2026.

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Related tickers and likely impact

NVDA

▲ Likely positive

Nvidia

Relevance: low

MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.5T
Close on 10/12/2026226.32
Change that session-1.29%
NVDA price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

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