Latest news with #RubinUltra
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
Business Upturn
21-05-2025
- Business
- Business Upturn
NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture
TORRANCE, Calif., May 21, 2025 (GLOBE NEWSWIRE) — Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced a collaboration with NVIDIA (Nasdaq: NVDA) on their next-generation 800 V HVDC architecture to support 'Kyber' rack-scale systems powering their GPUs, such as Rubin Ultra, enabled by GaNFast™ and GeneSiC™ power technologies. NVIDIA's next generation of 800V DC architecture aims to establish high-efficiency, scalable power delivery for next-generation AI workloads, to ensure greater reliability, efficiency, and reduced infrastructure complexity. Today's existing data center architecture uses traditional 54 V in-rack power distribution and is limited to a few hundred kilowatts (kW). Bulky copper busbars are required to transfer this low-voltage electricity from the rack-mounted power shelves to the compute trays. As power increases above 200 kW, this architecture runs into physical limits due to power density, copper requirements, and reduced system efficiency. Modern AI data centers require gigawatts (GW) of power for the increasing demand for AI computation. Nvidia's approach is to directly convert the 13.8 kV AC grid power to 800 V HVDC at the data center perimeter using solid state transformers (SST) and industrial-grade rectifiers, eliminating several AC/DC and DC/DC conversion steps, maximizing efficiency and reliability. Due to the higher voltage level of 800 V HVDC, the thickness of copper wires can be reduced by up to 45%, due to I2R losses, where the same amount of power can be delivered with increased voltage and lower current. Using a traditional 54V DC system, over 200 kg of copper would be needed to power a 1MW rack, which is not sustainable for next-generation AI data centers with GW power demand. The 800V HVDC directly powers the IT racks (eliminating the need for additional AC-DC converters) and is converted by DC-DC converters to lower voltages, which will drive GPUs, such as the Rubin Ultra. Navitas is an established leader in AI data center solutions enabled by GaN and SiC technology. The high-power GaNSafe™ power ICs integrate control, drive, sensing, and critical protection features, enabling unprecedented reliability and robustness. GaNSafe is the world's safest GaN with short-circuit protection (350ns max latency), 2kV ESD protection on all pins, elimination of negative gate drive, and programmable slew rate control. All these features are controlled with 4-pins, allowing the package to be treated like a discrete GaN FET, requiring no V CC pin. Additionally, Navitas offers a family of medium voltage (80-120V) GaN devices, which have been optimized for secondary side DC-DC conversion, delivering high-speed, high efficiency, and small footprint, for AI data centers PSUs with outputs of 48V-54V. Enabled by 20 years of SiC innovation leadership, GeneSiC proprietary 'trench-assisted planar' technology provides world-leading performance over temperature, delivering high-speed, cool-running operation for high-power, high-reliability applications. G3F SiC MOSFETs deliver high-efficiency with high-speed performance, enabling up to 25°C lower case temperature, and up to 3x longer life than SiC products from other vendors. Offering the industry's broadest voltage range – stretching from 650 V to ultra-high voltages of 2.3 kV to 6.5 kV, the SiC technology has been implemented in multiple projects for MW energy storage and grid-tied inverters with the Department of Energy (DoE). Fig. 1. Navitas GaN and SiC technologies cover the complete power delivery from grid to the GPU. In August 2023, Navitas introduced a high-speed, high-efficiency 3.2 kW CRPS, achieving a 40% smaller size than best-in-class, legacy silicon solutions for power-hungry AI and Edge computing. This was followed by the world's highest power density 4.5 kW CRPS, achieving a ground-breaking 137 W/in3, and an efficiency of over 97%. In November 2024, Navitas released the world's first 8.5 kW AI data center power supply, powered by GaN and SiC that could meet 98% efficiency, complying with the Open Compute Project (OCP) and Open Rack v3 (ORv3) specifications. Additionally, Navitas created IntelliWeave, an innovative patented new digital control technique, that when combined with high-power GaNSafe and Gen 3-Fast SiC MOSFETs, enables PFC peak efficiencies to 99.3% and reduces power losses by 30% compared to existing solutions. Alongside the Computex exhibition in Taiwan, the latest release of their 12 kW PSU was presented at the Navitas 'AI Tech Night' on 21st May. 'We are proud to be selected by NVIDIA to collaborate on their 800 HVDC architecture initiative. Our latest innovations in high-power GaN and SiC technologies have seen world firsts and have created new inflections into markets such as AI datacenters and electric vehicles', said Gene Sheridan, CEO and co-founder of Navitas. 'With our wide portfolio range, we can support NVIDIA's 800V HVDC infrastructure, from grid to the GPU. We appreciate that NVIDIA recognizes our technology and commitment to driving the next generation of data center power delivery.' NVIDIA's 800V HVDC architecture will improve end-to-end power efficiency up to 5%, reduce maintenance costs by 70% (due to fewer PSU failures), and lower cooling costs by directly connecting HVDC to the IT and compute racks. To read NVIDIA's technical blog, please click here. For more information on Navitas' AI roadmap, please visit here or contact us at [email protected].
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
Time of India
24-04-2025
- Business
- Time of India
TSMC shows off new tech for stitching together bigger, faster chips
Taiwan Semiconductor Manufacturing Co on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate sized packages that will boost performance needed for artificial intelligence applications. It said its A14 manufacturing technology will arrive in 2028 and will be able to produce processors that are 15% faster at the same power consumption as its N2 chips due to enter production this year or will use 30% less power at the same speed as the N2 chips. The world's biggest contract manufacturer, which counts Nvidia and Advanced Micro Devices as clients, added that its forthcoming "System on Wafer-X" will be able to weave together at least 16 large computing chips, as well as memory chips and fast optical interconnections and new technology to deliver thousands of watts of power to the chips. By comparison, Nvidia's current flagship graphics processing units consist of two large chips stitched together and its "Rubin Ultra" GPUs due out in 2027 will stitch four together. TSMC plans to build two factories to carry out the work near its chip plants in Arizona. Intel, which is working to build out a contract manufacturing business to compete with TSMC, is due to announce new manufacturing technologies next week. Last year, it claimed it would overtake TSMC in making the world's fastest chips. Demand for massive AI chips that are packaged together has shifted the battleground between the two firms from simply making fast chips to integrating them - a complex task that requires working closely with customers. "They're both neck and neck. You're not going to pick one over the other because they have the technological lead," said Dan Hutcheson, vice chair at analyst firm TechInsights. "You're going to pick one over the other for different reasons." Customer service, pricing and how much wafer allocation can be obtained are likely to influence a company's decision about which chip manufacturer would be best for them.
Time of India
24-04-2025
- Business
- Time of India
TSMC shows off new tech for stitching together bigger, faster chips
Taiwan Semiconductor Manufacturing Co on Wednesday unveiled technology for making faster chips and putting them together in dinner-plate sized packages that will boost performance needed for artificial intelligence applications. It said its A14 manufacturing technology will arrive in 2028 and will be able to produce processors that are 15% faster at the same power consumption as its N2 chips due to enter production this year or will use 30% less power at the same speed as the N2 chips. The world's biggest contract manufacturer, which counts Nvidia and Advanced Micro Devices as clients, added that its forthcoming "System on Wafer-X" will be able to weave together at least 16 large computing chips, as well as memory chips and fast optical interconnections and new technology to deliver thousands of watts of power to the chips. By comparison, Nvidia's current flagship graphics processing units consist of two large chips stitched together and its "Rubin Ultra" GPUs due out in 2027 will stitch four together. TSMC plans to build two factories to carry out the work near its chip plants in Arizona. Intel , which is working to build out a contract manufacturing business to compete with TSMC, is due to announce new manufacturing technologies next week. Last year, it claimed it would overtake TSMC in making the world's fastest chips. Demand for massive AI chips that are packaged together has shifted the battleground between the two firms from simply making fast chips to integrating them - a complex task that requires working closely with customers. "They're both neck and neck. You're not going to pick one over the other because they have the technological lead," said Dan Hutcheson, vice chair at analyst firm TechInsights. "You're going to pick one over the other for different reasons." Customer service, pricing and how much wafer allocation can be obtained are likely to influence a company's decision about which chip manufacturer would be best for them.
