New: Introducing “Why Is It Moving?” - lightning-fast, AI-driven explanations of stock moves

Learn More

Navitas Semiconductor (NVTS) Announces New Products for Nvidia's AI Factory Architecture

By Talha Qureshi | October 19, 2025, 3:09 AM

Navitas Semiconductor Corporation (NASDAQ:NVTS) is one of the Hot Growth Stocks to Invest in Now. On October 13, Navitas Semiconductor Corporation (NASDAQ:NVTS) announced new power semiconductor products purpose-built for Nvidia’s 800 VDC AI factory architecture.

​The products include the new 100 V GaN FETs, 650 V GaN, and high voltage SiC devices. Management noted that these new products are aimed at delivering breakthrough efficiency, enhanced performance, and power density.

Nvidia’s 800 VDC architecture is a new power distribution system tailored for AI factories, which can handle large-scale and high-performance AI workloads. This distribution system directly powers IT racks to drive infrastructures such as Nvidia’s Rubin Ultra. Navitas Semiconductor Corporation’s (NASDAQ:NVTS) new 100 V GaN FET portfolio provides superior efficiency, power density, and thermal performance. Whereas the 650 V GaN portfolio features high-power GaN FETs and GaNSafe power ICs that integrate drive, control, sensing, and protection, thereby supporting Nvidia to shift to 800 VDC for its AI factory.

​Navitas Semiconductor Corporation (NASDAQ:NVTS) is a power semiconductor company that designs gallium nitride (GaN) and silicon carbide (SiC) integrated circuits and devices.

While we acknowledge the potential of NVTS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

Latest News