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Navitas Semiconductor (NVTS) is expanding its presence in the burgeoning AI data center market, projected to grow from $236.44 billion in 2025 to $933.76 billion by 2030, at a CAGR of 31.6%. The company recently introduced a 12-kW power supply unit (PSU) tailored for hyperscale AI data centers that support high-power rack densities of 120kW. In collaboration with NVIDIA, Navitas is co-developing an 800V high-voltage DC architecture for next-generation AI data centers.
Navitas has developed a roadmap focusing on advanced power delivery for AI data centers, with PSUs achieving significant power density improvement and efficiency—such as their 8.5kW PSU powered by gallium nitride and silicon carbide, which meets 98% efficiency and adheres to Open Compute Project specifications. Year-to-date, Navitas stock has risen by 147.1%, significantly outperforming the S&P 500’s growth of 6.9%.
In terms of competition, Texas Instruments and Power Integration have also launched new power-management solutions aimed at meeting the demands of AI data centers, highlighting a competitive landscape in this fast-evolving sector.
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