Navitas new collaboration with Nvidia to develop AI infrastructure
NVTS +23.20%
Navitas Semiconductor (NVTS) surged on Wednesday after revealing its new collaboration with Nvidia (NVDA) to develop 800 DVC rack architectures for AI-focused data centers.
The new systems eliminate the need for the traditional 48 V intermediate bus converter stage in compute server trays, which improves system efficiency, reliability and reduces the space required.
“Through our collaboration with NVIDIA within the MGX ecosystem, Navitas is delivering GaN and SiC power technologies that enable megawatt-scale AI server racks with higher power density, a smaller system footprint, and improved thermal performance, helping accelerate the transition to more efficient and scalable AI infrastructure,” said Navitas CEO Chris Allexandre.
Navitas has developed its GeneSic silicon carbide solutions to enable more efficient power delivery from the electric grid to the AI compute rack. These support solid-state transformers with ultra-high voltage power modules of 2300 V and 3300 V, which are powered by Navitas’ 1200 V SiC MOSFETs. The company’s GaNFast technology delivers DC-DC power conversion to support the increasing power demands of GPUs.