Latest news with #Kyber
Yahoo
5 days ago
- Automotive
- Yahoo
Why Navitas Semiconductor Rocketed 164% in May
Navitas is a small-cap semiconductor stock with declining revenues and operating losses. However, the company was named as a partner for Nvidia's upcoming Kyber data center power infrastructure. Navitas took the opportunity of a higher stock price to raise cash via equity sales, bolstering its balance sheet. 10 stocks we like better than Navitas Semiconductor › Shares of Navitas Semiconductor (NASDAQ: NVTS) rocketed 164.2% in May, according to data from S&P Global Market Intelligence. Entering the month, Navitas has been a small designer of gallium nitride (GaN) and silicon carbide (SiC) chip designs. These niche chips had primarily targeted electric vehicles and electrified infrastructure. But given the recent downturns in these markets, Navitas had seen its revenue go into reverse and its bottom line continuing to lose money. But in mid-May, Nvidia named Navitas as a key partner for Nvidia's upcoming Kyber data center infrastructure, which will be a new architecture to support Rubin-based sever racks beginning in 2027. While other power chip providers were also named, the fact that Navitas was so small, at just $350 million or so market cap at the time of the announcement, caused a massive rally in the stock. Navitas then used the opportunity to sell stock and bolster its balance sheet, extending its runway, likely until the 2027 time frame. As Nvidia explained in a May 20 blog post, the current 54 V DC power distribution systems in today's data centers will push up against their physical limits as AI server racks go to needing 200 kilowatts to power next-generation AI chips. To counter this, Nvidia is developing a ground-up redesign of data centers to an 800 V HVDC power architecture. Nvidia also noted that it was collaborating with a number of power chip and infrastructure companies early on as it develops the new data center power infrastructure, which Nvidia plans to unveil in 2027 for its upcoming Rubin-based systems. The following day, Navitas published its own blog post explaining how the new 800 V architecture will use both Navitas' SiC chips in the power room of data centers, which convert AC grid power to DC power for the data center, and then GaN-based power converters at the server rack level. The day of the blogs, May 21, Navitas rocketed 150% higher, before retreating. But then the following week, Navitas disclosed it had exhausted its $50 million equity at-the-market sales facility, and that it had filed for a new $50 million facility. Normally, when a company notes it has and will dilute shareholders, the stock goes down. But since Navitas' stock had gone up so much, investors viewed the capital raise as a positive, in that it fortified Navitas' balance sheet to bridge more of the time gap between now and 2027. While the prospect of a small company partnering up with Nvidia is highly tantalizing, there weren't any financial terms disclosed in the announcements. That makes sense, as the platform isn't even fully developed yet, and revenues from the venture aren't likely to come before 2027. So it's hard to say right now if Navitas has moved too far, too fast. Still, last month's cash raise will bolster Navitas' balance sheet, giving it more time to build out its platform in anticipation of the 2027 Kyber rollout. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $668,538!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $869,841!* Now, it's worth noting Stock Advisor's total average return is 789% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 2, 2025 Billy Duberstein and/or his clients have no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Why Navitas Semiconductor Rocketed 164% in May was originally published by The Motley Fool
Yahoo
02-06-2025
- Business
- Yahoo
Kiesel launches the Kyber – a futuristic metal guitar that's its answer to Strandberg and Abasi Concepts offerings
When you buy through links on our articles, Future and its syndication partners may earn a commission. Kiesel Guitars has launched the Kyber, an all-new electric guitar model tailored for modern metal players who crave sleek playability, and it's already found its way into the hands of some notable shredders. Arriving after 'the culmination of 79 years of Kiesel luthiery,' the Kyber is marked with 'aggressive cutaways, an ultra-thin body, and extreme arm bend,' to represent 'the ultimate, modern axe.' Owning one isn't going to break the bank, either, with the build-your-own instrument coming with an introductory price of $1,599. Adding a roasted maple neck and black limba body, typically premium specs of Kiesel builds, won't cost any extra, making it Kiesel's most affordable headstocked guitar available. Weighing around six pounds on average, it was 'designed to be featherlight without compromising tone,' while comfort has also proved a focus. Its 'extreme arm contour and uniquely shaped body enhances classical position support while still excelling in standard position,' Kiesel says. Available in six- and seven-string formats, with an optional multiscale design, hardware choices include a fixed Hipshot bridge, premium own-brand locking tuners, and a two-way adjustable truss rod. Its bolt-on neck has a radiused heel for a 25.5' scale length regardless of the string count, unless the multiscale option is preferred. In those cases, it serves up a 25.5'-26.6' scale for the six, and 25.5'-27' for the seven. It also gets white pearloid dot inlays and Luminlay Super Blue side dots. Lovers of fat necks, however, look away. Speaking in the guitar's promo video, Jeff Kiesel says: 'It's amazing how thin these get, the access and playability is second to none.' The Kyber is saddled with direct-mount passive Kiesel Thorium/Empryean humbuckers in the bridge and neck positions respectively, and can be twiddled with via a three-way selector and a Master Volume dial. The dial also has push/pull for getting single-coil twang on demand. A swish art deco-style backplate is a nice added touch. Image 1 of 2 Image 2 of 2 Eager to show off its next-gen creation, Kiesel sent several models to some Kiesel players to dig into. YouTuber and Thick Riff Thursday maestro Nick Broomhall was among the lucky few to get an advanced preview, and he has labeled the headstock as 'insane' and commented on its lightweight design before ripping some tasty riffs on it. 'First and foremost, this guitar is a blast to play,' he says. 'It feels so good in my hands. The body of this guitar is so thin, it's such a sleek design.' Shred wizard Jesse Michel proved it's a deft machine for sweep picking, adding that he's 'loving' the model – while genre-mashing riffsmith Logan Young says it feels 'awesome' and is 'super comfortable' to play. With Abasi Concepts on the rise, alongside the futuristic, ergonomically-minded builds of Strandberg Guitars and plenty more besides, the Kyber's arrival will see Kiesel offer fresh competition in the modern metal guitar market. How it will compare is to be seen, but on paper, there looks to be plenty to admire, and it's a little cheaper than its closest rivals, too. The Kiesel Kyber starts at $1,599 with a deposit of $320. Please note that certain spec choices will increase its overall price. Head to Kiesel for more information.
Yahoo
02-06-2025
- Business
- Yahoo
Kiesel launches the Kyber – a futuristic metal guitar that's its answer to Strandberg and Abasi Concepts offerings
When you buy through links on our articles, Future and its syndication partners may earn a commission. Kiesel Guitars has launched the Kyber, an all-new electric guitar model tailored for modern metal players who crave sleek playability, and it's already found its way into the hands of some notable shredders. Arriving after 'the culmination of 79 years of Kiesel luthiery,' the Kyber is marked with 'aggressive cutaways, an ultra-thin body, and extreme arm bend,' to represent 'the ultimate, modern axe.' Owning one isn't going to break the bank, either, with the build-your-own instrument coming with an introductory price of $1,599. Adding a roasted maple neck and black limba body, typically premium specs of Kiesel builds, won't cost any extra, making it Kiesel's most affordable headstocked guitar available. Weighing around six pounds on average, it was 'designed to be featherlight without compromising tone,' while comfort has also proved a focus. Its 'extreme arm contour and uniquely shaped body enhances classical position support while still excelling in standard position,' Kiesel says. Available in six- and seven-string formats, with an optional multiscale design, hardware choices include a fixed Hipshot bridge, premium own-brand locking tuners, and a two-way adjustable truss rod. Its bolt-on neck has a radiused heel for a 25.5' scale length regardless of the string count, unless the multiscale option is preferred. In those cases, it serves up a 25.5'-26.6' scale for the six, and 25.5'-27' for the seven. It also gets white pearloid dot inlays and Luminlay Super Blue side dots. Lovers of fat necks, however, look away. Speaking in the guitar's promo video, Jeff Kiesel says: 'It's amazing how thin these get, the access and playability is second to none.' The Kyber is saddled with direct-mount passive Kiesel Thorium/Empryean humbuckers in the bridge and neck positions respectively, and can be twiddled with via a three-way selector and a Master Volume dial. The dial also has push/pull for getting single-coil twang on demand. A swish art deco-style backplate is a nice added touch. Image 1 of 2 Image 2 of 2 Eager to show off its next-gen creation, Kiesel sent several models to some Kiesel players to dig into. YouTuber and Thick Riff Thursday maestro Nick Broomhall was among the lucky few to get an advanced preview, and he has labeled the headstock as 'insane' and commented on its lightweight design before ripping some tasty riffs on it. 'First and foremost, this guitar is a blast to play,' he says. 'It feels so good in my hands. The body of this guitar is so thin, it's such a sleek design.' Shred wizard Jesse Michel proved it's a deft machine for sweep picking, adding that he's 'loving' the model – while genre-mashing riffsmith Logan Young says it feels 'awesome' and is 'super comfortable' to play. With Abasi Concepts on the rise, alongside the futuristic, ergonomically-minded builds of Strandberg Guitars and plenty more besides, the Kyber's arrival will see Kiesel offer fresh competition in the modern metal guitar market. How it will compare is to be seen, but on paper, there looks to be plenty to admire, and it's a little cheaper than its closest rivals, too. The Kiesel Kyber starts at $1,599 with a deposit of $320. Please note that certain spec choices will increase its overall price. Head to Kiesel for more information.
Yahoo
23-05-2025
- Business
- Yahoo
Is Navitas Semiconductor Stock a buy After Nvidia Enters the Room?
A strategic endorsement from Nvidia lit a fire under this under-the-radar AI power play yesterday. Is its stock still a buy? 10 stocks we like better than Navitas Semiconductor › Yesterday, Navitas Semiconductor (NASDAQ: NVTS) stock exploded by more than 160% following news that Nvidia (NASDAQ: NVDA) has selected the company to help develop 800-volt, high-voltage direct current (HVDC) power systems for its next-generation artificial intelligence (AI) data centers. With roughly 12.8% of Navitas shares sold short before the announcement and a market cap still hovering around $886 million as of this writing, this explosive move has triggered a mix of excitement and skepticism among investors. The question now is whether this rally has staying power -- or whether investors have already missed the moment. The answer may depend on understanding not just what happened, but why it matters for the future of AI infrastructure. Read on to find out more. The Nvidia partnership isn't window dressing -- it positions Navitas at the center of one of the most ambitious infrastructure overhauls in AI history. The collaboration involves replacing today's antiquated 54V power architecture with a revolutionary 800V HVDC standard capable of supporting IT racks of 1 megawatt or more. To put this in perspective, current data center infrastructure maxes out at a few hundred kilowatts per rack. Nvidia's next-generation "Kyber" rack-scale systems, powering graphics processing units (GPUs) like the upcoming Rubin Ultra, will demand unprecedented power density. The shift to 800V HVDC isn't just an upgrade -- it's a complete rethinking of how power flows through the digital backbone of AI. Why does this matter? Because power delivery is quickly becoming the bottleneck for AI expansion. As compute requirements explode, traditional power systems are hitting physical limits. Nvidia's projections suggest the shift to HVDC could improve data center power efficiency by 5%, cut copper use by 45%, and reduce maintenance costs by up to 70%. For hyperscale operators managing thousands of racks, these improvements translate to millions in operational savings. Navitas' gallium nitride (GaN) and silicon carbide (SiC) semiconductors are central to delivering this transformation. Its GaNFast and GeneSiC technologies enable the high-frequency switching and thermal efficiency required for 800V systems -- capabilities that traditional silicon simply cannot match. What sets Navitas apart isn't just its technology -- it's the company's integrated approach. While competitors focus on individual components, Navitas has developed complete power system solutions. Their recent demonstration of an 8.5 kW AI data center power supply achieving 98% efficiency isn't just impressive -- it's production-ready. The company's GaNSafe power ICs (integrated circuits) include integrated protection features that traditional discrete solutions lack. Meanwhile, its GeneSiC silicon carbide devices utilize proprietary "trench-assisted planar" technology that delivers superior performance and reliability. The magnitude of the stock's move wasn't driven by fundamentals alone. As of the latest report, 12.8% of Navitas' float was sold short -- an unusually high level for a small-cap tech name. This situation created a powder keg waiting for a catalyst. Short squeezes can be violent and brief, and the rally from under $2 to nearly $5 in a single session reflects a technical unwind as much as a fundamental repricing. The high short interest suggests many investors had written off Navitas as another struggling semiconductor company. The Nvidia announcement forced a rapid reassessment. But here's what makes this different from typical short squeezes: The underlying catalyst has substance. This isn't a meme stock rally driven by social media hype -- it's a fundamental shift in how one of the world's most important technology companies approaches power infrastructure. Despite the excitement, Navitas' financials still demand caution. The company generated approximately $83 million in revenue in 2024 but posted a net loss of nearly the same amount. The bottom line is that the path to consistent profitability remains unclear without significant design wins and volume ramps. That's not surprising given the large short interest, and this Nvidia news doesn't immediately change the situation. Navitas remains a speculative stock, but the asymmetric upside has sharpened considerably. The Nvidia partnership validates both the technology and market opportunity while providing a credible path to scale revenue. A market cap under $900 million leaves substantial room for revaluation if the collaboration leads to broader industry adoption. What's the investing takeaway? Navitas has suddenly moved from obscurity to center stage in the next phase of the AI infrastructure build. The stock may give back some of its recent gains as momentum fades, but the company's opportunity has suddenly expanded in a way that's impossible to ignore. That said, this small-cap tech stock should still be viewed as a high-risk, high-reward option on the larger AI infrastructure build. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $644,254!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $807,814!* Now, it's worth noting Stock Advisor's total average return is 962% — a market-crushing outperformance compared to 169% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 George Budwell has positions in Navitas Semiconductor and Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Is Navitas Semiconductor Stock a buy After Nvidia Enters the Room? was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
TECHx
21-05-2025
- Business
- TECHx
Vertiv Aligns with NVIDIA AI Roadmap for 800 VDC Power
Home » Tech Value Chain » Global Brands » Vertiv Aligns with NVIDIA AI Roadmap for 800 VDC Power Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, has announced its alignment with NVIDIA AI roadmap. The company revealed plans to deploy 800 VDC power architectures tailored for AI-focused data centers. The upcoming 800 VDC power portfolio is scheduled for release in the second half of 2026. This launch will precede the rollout of NVIDIA's Kyber and Rubin Ultra platforms. Vertiv aims to stay ahead of one GPU generation to enable synchronized deployment of power and cooling infrastructure. Vertiv offers end-to-end solutions, including power, cooling, and integrated infrastructure, designed to support AI factories and large-scale data center operations. The company reported that as AI rack power requirements exceed 300 kilowatts, 800 VDC allows for more efficient, centralized power delivery. Key features of the new 800 VDC portfolio include: Centralized rectifiers and high-efficiency DC busways Rack-level DC-DC converters and DC-compatible backup systems According to Vertiv, these solutions reduce copper use, minimize current, and lower thermal losses. The company also noted that its power management offerings already include a robust AC power train. Scott Armul, Executive Vice President of Global Portfolio and Business Units at Vertiv, stated that power and cooling providers must innovate as GPUs evolve to handle giga-watt scale AI applications. He emphasized that Vertiv's experience in high-voltage DC architectures supports this innovation. 'For us, DC power isn't new. It's a continuation of what we've deployed at scale,' said Armul. He added that Vertiv has more than two decades of experience with ±400 VDC solutions. These have supported critical telecom, industrial, and data center loads globally. Vertiv's capabilities were also strengthened by strategic acquisitions in the early 2000s. The company's track record establishes it as a trusted leader in higher-voltage DC system design, deployment, and long-term serviceability. The 800 VDC portfolio is designed for homogeneous AI zones in hyperscale environments. It also supports Vertiv's 'unit of compute' strategy, where all infrastructure components operate as a modular, scalable system. The solution aligns with the needs of next-generation GPUs. Vertiv highlighted that its support for both AC and DC architectures sets it apart in the evolving AI data center landscape. For more details on Vertiv's power and cooling solutions, visit
