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    Navitas Stock In Focus After Nvidia AI Power Board Launch

    Simply Wall St·10/14/2026 23:32:53
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    • Navitas Semiconductor recently unveiled a 24 kW, 800 V-to-12 V DC-DC power delivery board built with Nvidia for AI data centers, using GaNFast devices to target 97% efficiency and high power density while simplifying rack power architecture.
    • The new board removes an intermediate 50 V conversion step and sits close to xPUs on the motherboard, which tightens control over power losses and space constraints that directly affect AI compute capacity and operating costs.
    • This article examines how Navitas Semiconductor's investment narrative intersects with this Nvidia-backed 800 V AI power delivery platform.

    Scan other AI power infrastructure stocks that could be gearing up for their own breakout in data center demand with our hand picked 92 AI infrastructure stocks

    Navitas Semiconductor Investment Narrative Recap

    To own Navitas Semiconductor, you need to believe the GaN and SiC portfolio can convert its reported US$450 million design win backlog into meaningful, higher quality revenue, even while many end markets stay soft. The recent Nvidia backed 24 kW board fits that view because it keeps Navitas tied directly to AI data center power architectures where customer interest is already visible.

    The near term swing factor remains how quickly AI related demand can offset pressure in solar, EV and industrial segments that management already flagged. The biggest risk still sits in execution and mix. Softer markets, legal friction with Wolfspeed and ongoing losses could hinder the path to better margins.

    The new 24 kW, 800 V to 12 V power delivery board for Nvidia’s MGX ecosystem looks like the operational highlight because it turns the 800 V AI thesis into concrete hardware that can sit on real motherboards. It also builds on the earlier 20 kW, 800 V to 6 V platform, which suggests Navitas is trying to cover more of the AI rack power stack.

    For catalysts, that matters more than the recent shelf registrations because design adoption is what can pull pieces of the US$450 million backlog into revenue over time. Investors still have to weigh that upside against dilution from new shares, unresolved end market weakness and the fact that Navitas remains unprofitable with margin trends under pressure.

    Navitas Semiconductor's narrative projects US$143.2 million revenue and US$24.0 million earnings by 2029. That path implies 52.3% yearly revenue growth and an earnings swing of about US$158 million, from a loss of US$133.9 million today to the forecast profit.

    Uncover why Navitas Semiconductor's fair value indicates a 55% potential upside to its current price that could narrow quickly.

    NasdaqGM:NVTS 1-Year Stock Price Chart
    NasdaqGM:NVTS 1-Year Stock Price Chart

    Exploring Other Perspectives

    One alternate view puts the spotlight on legal and competitive risk around Navitas Semiconductor’s GaN and SiC portfolio. The most cautious analysts were modeling about US$123.6 million of revenue and US$24.8 million of earnings by 2029, before this Nvidia board was announced. That more pessimistic setup shows how widely opinions can differ, so it makes sense to compare several narratives yourself.

    Explore 2 other Navitas Semiconductor fair value estimates, including one that suggests it could be worth just $14.08!

    The Verdict Is Yours

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    Looking for more investment ideas beyond Navitas Semiconductor?

    If the Navitas Semiconductor story has sharpened your thinking on risk, reward and technology cycles, it can be useful to widen the lens and compare it with other opportunities that fit different profiles.

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    • If you prefer to sleep easier at night and focus on stability first and returns second, consider filtering for 32 resilient stocks with low risk scores that score well on resilience metrics and lower overall risk profiles.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.