Navitas and NVIDIA Team Up on 800V-to-12V Power Delivery Board for Next-Gen AI Data Centers

Navitas Semiconductor (Nasdaq: NVTS) announced a collaboration with NVIDIA to develop an 800V-to-12V power delivery board aimed at next-generation AI infrastructure, targeting the rapidly growing power demands of large-scale AI data centers and GPU-driven compute racks.

The partnership builds on Navitas' expertise in gallium nitride (GaN) and silicon carbide (SiC) power semiconductors, which enable high-frequency, high-efficiency DC-DC power conversion. By delivering power at high voltage directly to the rack level, the design eliminates intermediate conversion stages, improving system efficiency, reducing material costs, and shrinking the physical footprint of server trays.

The collaboration is part of NVIDIA's MGX ecosystem, which brings together infrastructure partners to accelerate the shift toward 800V DC rack architectures seen as essential for gigawatt-scale AI factories. Navitas CEO Chris Allexandre has cited power delivery as one of the most critical bottlenecks as AI workloads scale toward megawatt-class rack power levels.