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Navitas Semiconductor Strikes Partnership with Nvidia for Next-Generation Data Center Power Architecture
In a significant development, Navitas Semiconductor Corporation (NASDAQ: NVTS) has forged a strategic collaboration with Nvidia (NVDA) to develop a revolutionary next-generation 800V high-voltage direct current (HVDC) architecture for data centers. The alliance is expected to bolster Nvidia's 'Kyber' rack-scale systems and power their advanced GPUs, such as the Rubin Ultra, enabling the deployment of 1 MW IT racks and beyond.
The cutting-edge technology will incorporate Navitas' GaNFast and GeneSiC power semiconductor technologies, including GaNSafe power ICs and GeneSiC SiC MOSFETs. These advances enhance power delivery efficiency and robustness. The new architecture anticipates end-to-end power efficiency improvements of up to 5%, reductions in maintenance costs by 70%, and lower cooling costs.
By employing the 800V HVDC architecture, infrastructure simplification will be achieved, with the current process steps minimized. The new architecture converts grid power directly to 800V HVDC using solid-state transformers and industrial-grade rectifiers. This transition results in the elimination of several steps in the existing process and a reduction in infrastructure complexity. Furthermore, the architecture allows for the use of thinner copper wires, reducing copper requirements by up to 45% compared to traditional systems.
Nvidia intends to spearhead the transition to this advanced architecture, initiating its implementation in 2027.
Following the collaboration announcement, Navitas experienced a significant surge in its stock price, jumping 150% to $4.81 in after-hours trading. The partnership underscores Nvidia's position in the semiconductor industry, with its financial clout driving this technological advancement. Navitas' technologies are poised to play a critical role in enhancing efficiency and scalability in AI data center power delivery.
Navitas Semiconductor's technologies, with their integration in Nvidia's next-generation data center power architecture, might potentially revolutionize investing opportunities in the semiconductor industry, as the partnership promises to improve power efficiency by up to 5% and reduce costs significantly. This technical collaboration gives a compelling indication of Nvidia's financial support for technological advancements in finance and investing, particularly in the realm of investing in technology.
