Investing $10,000 in Navitas Semiconductor shares two years back would result in this current worth.
Navitas Semiconductor's stock has experienced a significant boost in 2025, thanks to a strategic partnership with Nvidia. This collaboration, announced in mid-May 2025, has positioned Navitas as a key player in next-generation AI data center power technology.
The partnership, focused on developing high-voltage DC architecture with Navitas’ gallium nitride (GaN) power ICs for Nvidia’s 800V Rubin Ultra GPUs, has brought about substantial energy efficiency gains and cost savings.
Energy Efficiency Gains
Navitas’ GaN technology improves Nvidia’s power efficiency by about 5%, significantly reducing data center energy usage and operational expenses with related reductions in maintenance costs (70%) and copper wiring needs (45%).
Strategic Market Position
By collaborating directly with Nvidia on next-gen AI data center infrastructure, Navitas has positioned itself to benefit from the expanding AI semiconductor market, attracting investor interest and capital.
Financial Growth and Investment
Navitas reported $14.5 million in Q2 2025 revenue, raised $100 million in capital to increase manufacturing capacity, and anticipates a growing market for GaN and SiC technologies in AI data centers valued at $2.6 billion by 2030.
Stock Performance
The partnership announcement and ongoing collaboration contributed to a 242% rise in Navitas stock earlier in 2025 and sustained bullish momentum amid strong AI market sentiment and Nvidia’s performance. As a result, Navitas Semiconductor's stock is up approximately 85% in 2025.
New Data Centers on the Horizon
The new data centers, launching in 2027, are a part of the partnership between Navitas Semiconductor and Nvidia for developing data center power architecture for the next generation of data centers. These new data centers are expected to be more efficient, reliable, and have lower-maintenance costs. They will also use Navitas Semiconductor's SiC and GaN chips in the power conversion process.
Despite a temporary decline in Navitas Semiconductor's stock in the summer of 2023 due to a slowdown in key end markets like electric vehicles and consumer electronics, the scheduled launch of the new data centers in 2027 remains unaffected.
In conclusion, the partnership with Nvidia has catalysed Navitas Semiconductor’s technological relevance, financial momentum, and investor confidence, underpinning its substantial stock growth throughout 2025. The new data centers, set to launch in 2027, promise to further solidify Navitas Semiconductor's position in the AI data center market.
[1] Navitas Semiconductor and Nvidia Partner to Develop Next-Generation AI Data Center Power Architecture
[2] Navitas Semiconductor Stock Skyrockets on Nvidia Partnership
[3] Navitas Semiconductor Q2 2025 Earnings Release
[4] Navitas Semiconductor Raises $100 Million to Expand Manufacturing Capacity
[5] Navitas Semiconductor Anticipates Growing Market for GaN and SiC Technologies in AI Data Centers
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