Navitas Collaborates with NVIDIA on 800 V-to-12 V Power Delivery Board for Next-Generation AI Infrastructure

Navitas unveils a 24 kW, 97% efficient AI power board with NVIDIA collaboration.

What the company is saying

Navitas Semiconductor is highlighting the launch of a 24 kW, 800 V-to-12 V DC-DC power delivery board, developed in partnership with NVIDIA, for AI data centers. The company frames this as a major technical advance, emphasizing a target efficiency of 97% at full load and power density exceeding 2,000 W/in³. The announcement stresses the elimination of an intermediate power conversion stage, claiming improved efficiency, reliability, and reduced complexity. Chris Allexandre, President and CEO, positions the product as a breakthrough in AI infrastructure power delivery, using language such as 'breaking the AI infrastructure power wall.' The release underscores Navitas’ technical leadership, referencing over 450 patents issued or pending. The planned showcase at OCP Global Summit 2026 is presented as a validation point, but no commercial adoption or sales figures are cited.

What the data suggests

The disclosed figures confirm the new board delivers 24 kW output, achieves a target 97% efficiency at full load, and exceeds 2,000 W/in³ in power density. The technical details, including a 400 mm × 60 mm form factor and use of 16 NV6034 GaNFast FETs, support claims of high integration and efficiency. The announcement is specific on product capabilities but provides no evidence of commercial sales, customer adoption, or financial impact. The only forward-looking element is the planned product display at OCP Global Summit 2026, which is imminent. No data is given on production ramp, unit costs, or revenue potential. The technical disclosures are credible and detailed, but the business case remains unquantified.

Analysis

The announcement is upbeat and technically detailed, highlighting a new 24 kW, 800 V-to-12 V DC-DC power delivery board developed with NVIDIA, with specific claims about efficiency, power density, and integration benefits. Most claims are realised and supported by technical data (output, efficiency, form factor, component count), but some language is promotional, such as describing the collaboration as 'breaking the AI infrastructure power wall' and positioning Navitas as a 'leader' without market share or commercial adoption evidence. The only forward-looking claims relate to the planned product showcase at OCP Global Summit 2026, which is within the next 12 months, so execution distance is near-term. There is no mention of large capital outlay or financial impact, and no financial or commercial adoption metrics are disclosed, capping the true_signal at weak_positive. The gap between narrative and evidence is moderate: technical achievement is clear, but business impact is unquantified.

Risk flags

• ●There is no disclosure of customer commitments, sales pipeline, or commercial adoption for the new power delivery board, leaving the business impact speculative despite technical achievement.
• ●The announcement relies on aspirational language about industry leadership and transformative impact without supporting market share or revenue data, introducing a risk that technical milestones may not translate into material financial results.
• ●Execution risk remains around converting technical demonstrations and event showcases into commercial orders, especially in a competitive AI infrastructure market where customer validation is critical.

Bottom line

Navitas Semiconductor’s announcement demonstrates clear technical progress with a 24 kW, 97% efficient DC-DC power board developed alongside NVIDIA, targeting AI data center applications. The imminent OCP Global Summit 2026 showcase may drive industry attention, but the absence of sales, customer wins, or financial projections means the commercial impact is unproven. The company’s technical disclosures are detailed and credible, but investors lack visibility into how or when these advances will convert into revenue or market share. The most important takeaway is that while the technology is promising, evidence of business traction is still missing. Investors should watch for concrete adoption metrics or customer announcements following the product’s public debut.

Announcement summary

(NASDAQ:NVTS) Navitas Semiconductor announced its latest 24 kW, 800 V-to-12 V DC-DC power delivery board (PDB), powered by GaNFast™ technology and developed in collaboration with NVIDIA, to support the NVIDIA MGX ecosystem and advance 800 VDC power architectures for AI data centers. The new PDB is planned to be featured on NVIDIA’s AI Factory MGX Wall partner display area at OCP Global Summit 2026. This 24 kW, 800 V-to-12 V PDB extends Navitas’ portfolio of 800 VDC AI data-center platforms, building on the previously announced 20 kW, 800 V-to-6 V PDB also developed with NVIDIA. The PDB is capable of delivering 24 kW with a target efficiency of 97% at full load and a power density exceeding 2,000 W/in³, providing power for the entire compute tray. The board is designed in NVIDIA’s latest 400 mm × 60 mm form factor and can be integrated onto the compute motherboard as close as possible to the xPUs, minimizing power-delivery losses and supporting high-power demands. The single-stage architecture converts 800 VDC directly to 12 VDC, eliminating the existing 50 V-to-12 V IBC conversion stage and delivering 12 V directly to the voltage regulator module (VRM) that powers the xPU. This simplified power architecture improves system efficiency and reliability while reducing power losses, board space, and overall power-delivery complexity. The power architecture incorporates 16 × NV6034 (650 V, 18 mΩ) GaNFast™ FETs on the primary side, configured in a stacked half-bridge topology and featuring Navitas’ latest dual-cooled DFN 8 × 8 package. Chris Allexandre, President and CEO of Navitas, stated that the collaboration with NVIDIA is breaking the AI infrastructure power wall by reimagining power delivery from 800 VDC to the GPU. He emphasized that the 24 kW solution demonstrates how GaNFast™ technology can eliminate power-conversion stages, increase efficiency and power density, and bring power closer to the GPU. Navitas’ portfolio of 800 VDC AI data-center platforms provides customers with greater flexibility to select the optimal intermediate-bus voltage and VRM architecture for their point-of-load power requirements. The 800 V-to-12 V PDB is planned to be showcased at the NVIDIA AI Factory MGX Wall partner display area at OCP Global Summit 2026. Navitas has over 450 patents issued or pending and is a leader in 800 VDC and the advanced AI power infrastructure ecosystem. The company’s GaNFast™ FETs and power ICs, GeneSiC™ portfolio, and Claros™ IVR technologies are highlighted as enabling higher efficiency, greater power density, and increased performance across the entire power chain.

Disagree with this article?