Navitas Semiconductor Sees Major Shift Amid Nvidia Partnership
Navitas Semiconductor (NASDAQ: NVTS) experienced a remarkable 100% surge in stock price in 2025, primarily after being named by Nvidia (NASDAQ: NVDA) as a potential partner for its next-generation 800-volt data center architecture, expected to launch by 2027. The announcement was followed by significant capital raises totaling $200 million, strengthening Navitas’ financial position, which now includes approximately $250 million in cash and no debt.
In August 2025, Chris Allexandre was appointed as the new CEO to spearhead the company’s pivot from mobile semiconductors to high-voltage power solutions. Despite the stock rally, Q3 revenue was only $10 million, with a forecast of $7 million for Q4, as Navitas reallocates resources toward new product development in response to Nvidia’s specifications. Analysts caution that risks remain, as the future of each company’s partnership is not guaranteed.
