NVTS stock surges on NVIDIA MGX collaboration for 800V AI infrastructure

Navitas Semiconductor (NVTS) stock surged 17.83% earlier today after the power semiconductor company announced its collaboration with NVIDIA within the MGX AI Factory ecosystem to accelerate 800 VDC AI infrastructure for next-generation data centers.

Power Delivery Breakthrough for AI Data Centers

Navitas’ 800 V-to-6 V DC-DC power delivery board (PDB) is being displayed at NVIDIA’s AI Factory MGX Ecosystem Showcase at COMPUTEX 2026 in Taipei through June 5th. The board eliminates the need for a traditional 48 V intermediate bus converter (IBC) stage within compute server trays, maximizing system efficiency and real estate. At approximately 20% thinner than a mobile phone, the ultra-low profile enables close integration with GPU boards, enhancing transient performance and power distribution efficiency. Chris Allexandre, President and CEO of Navitas, stated that “power delivery has become one of the most critical challenges in enabling next-generation gigawatt AI factories” and emphasized how the collaboration delivers technologies enabling “megawatt-scale AI server racks with higher power density, a smaller system footprint, and improved thermal performance.”

Wide-Bandgap Semiconductor Portfolio for AI Infrastructure

Navitas provides a comprehensive portfolio of wide-bandgap (WBG) power technologies spanning both gallium nitride (GaN) and silicon carbide (SiC) solutions. Its GaNFast technology delivers high-frequency, high-efficiency DC-DC power conversion for AI GPUs, enabling MHz-frequency operation and faster transient response. The company’s GeneSiC SiC solutions enable efficient power delivery from the grid to AI compute racks, supporting critical applications such as solid-state transformers (SSTs) with ultra-high-voltage 2300 V and 3300 V SiC power modules, and high-power three-phase power supply units powered by Generation 5 technology 1200 V SiC MOSFETs. Together, these technologies help AI data centers achieve higher efficiency, greater power density, and enhanced system reliability at scale. Navitas holds over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral-certified.

Market Reaction and NVIDIA’s 800 VDC Transition

NVIDIA’s 800 VDC architecture is a key enabler for next-generation AI factories, reducing current and power losses compared to traditional power delivery systems. The MGX platform represents NVIDIA’s modular server design strategy, with the 800 VDC transition becoming critical as AI workloads scale and demand unprecedented compute capacity. Navitas’ participation in the ecosystem alongside other major partners reflects the industry-wide shift toward higher-voltage, higher-efficiency AI infrastructure. The stock market responded positively to the announcement, with NVTS gaining $915 million in market capitalization based on the 17.83% move. Market observers tracked 47 momentum alerts during the session, indicating elevated trading interest and price volatility as investors recognized the strategic importance of the collaboration for Navitas’ positioning in the AI data center supply chain.

Sources

• Stock Titan — Navitas announcement details, stock price movement (17.83% gain), peak intraday move (+22.2%), market cap impact ($915M), and technical specifications of the 800 V-to-6 V PDB
• Investing.com South Africa — Navitas stock surge confirmation (25% move reported 1 hour after announcement)
• GlobeNewswire / Yahoo Finance — Official press release with CEO quote, NVIDIA MGX ecosystem details, COMPUTEX 2026 showcase location, and comprehensive portfolio descriptions
• Macrotrends — NVTS closing stock price of $25.86 as of June 2, 2026 (pre-announcement baseline)