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Yahoo
08-07-2025
- Automotive
- Yahoo
Navitas Strengthens GaN and SiC Footprint With Major Alliances
Navitas Semiconductor NVTS is actively forging strategic collaborations and partnerships across the power electronics ecosystem, accelerating the adoption of its gallium nitride (GaN) and silicon carbide (SiC) technologies in AI data centers, electric vehicles (EV), mobile charging and renewable energy applications. Accordingly, in June, Navitas entered into partnership with BrightLoop to develop hydrogen fuel-cell chargers for heavy-duty agricultural transportation equipment. Navitas' Gen 3 'Fast' (G3F) SiC MOSFETs will be paired with BrightLoop's Power Flow Processor technology to deliver exceptional performance in both AC and DC applications, such as energy management scenarios for fuel cells and heavy-duty applications, as well as high voltage network adaptation. In May, Navitas collaborated with NVIDIA NVDA to support the development of NVIDIA's new 800V high-voltage DC (HVDC) architecture. NVIDIA's 800V HVDC approach is designed for next-generation AI data centers, including systems like NVIDIA Rubin Ultra. NVIDIA 800V HVDC architecture will improve end-to-end power efficiency up to 5%, reduce maintenance costs by 70%, and lower cooling costs, all using Navitas' GaNFast and GeneSiC power technologies. Additionally, Navitas inked a strategic R&D partnership with GigaDevice to create a joint lab for integrating and tailoring Navitas' GaNFast ICs and GigaDevice's Microcontrollers Unit products ('MCU'). Navitas' next-generation, clean-energy GaNFast technology, when integrated with GigaDevice's advanced high-performance MCU products, will drive innovative advancements in intelligent and efficient power management solutions. Also, Navitas and Great Wall Power have teamed up to launch a 2.5kW ultra-high power density DC-DC converter for AI data centers. Great Wall Power has created an extremely compact and efficient 2.5 kW DC-DC power module for AI data centers. The module is powered by Navitas' NV6169 GaNSense GaN power IC. This partnership aims to meet the growing power and efficiency needs of AI computing while reducing space, energy use and carbon emissions. In May, Marvell Technology MRVL joined forces with NVIDIA to integrate NVIDIA's NVLink Fusion into Marvell's custom XPU platform silicon, enabling ultra-high bandwidth (up to 1.8 TB/s bidirectional) for advanced AI data center deployments. Additionally, Marvell renewed and expanded its multi-year agreement with Amazon Web Services ('AWS') to supply custom AI-focused semiconductors, spanning optical digital signal processors, PCIe retimers, data center interconnect optical modules and Ethernet switching silicon solutions. Marvell also leverages AWS cloud infrastructure to enhance its electronic design automation workflows. Texas Instruments TXN is involved in a long-term collaboration with Delta Electronics, focused on EV onboard charging and power solutions. Following the collaboration, they established a joint innovation lab in Taiwan to enhance EV charger performance, resulting in smaller chargers (a 30% reduction) and increased efficiency (up to 95%), utilizing TXN's C2000 MCUs, GaN technology, gate drivers and EMI solutions. Meanwhile, LeddarTech Holdings Inc. and Texas Instruments have entered into a strategic collaboration and a software license agreement to enable a comprehensive, integrated platform solution for advanced driver assistance systems and autonomous driving markets. Under the license agreement, Texas Instruments made advanced royalty payments to catalyze joint commercialization. Year to date, shares of Navitas have surged 72.3%, outperforming the industry and S&P 500 composite's growth of 14.8% and 6.3%, respectively. Image Source: Zacks Investment Research NVTS stock trades at a forward 12-month price-to-sales (P/S) of 14.5X, significantly higher than the industry average of 7.5X. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NVTS' loss per share has moved south over the past 60 days. Image Source: Zacks Investment Research NVTS stock currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Texas Instruments Incorporated (TXN) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Marvell Technology, Inc. (MRVL) : Free Stock Analysis Report Navitas Semiconductor Corporation (NVTS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Mid East Info
20-05-2025
- Business
- Mid East Info
Vertiv accelerates AI Infrastructure Evolution in alignment with NVIDIA 800 VDC Power Architecture announcement
Designed for next-generation AI factories, Vertiv's 800 VDC solutions planned for 2026, in support of NVIDIA rack-scale compute platforms Vertiv (NYSE: VRT), a global provider of critical digital infrastructure, today confirmed its strategic alignment with NVIDIA's announcement of an AI roadmap to deploy 800 VDC power architectures for the next generation of AI-centric data centers. Paving the way for future-ready designs, Vertiv's 800 VDC power portfolio is scheduled for release in the second half of 2026 — ahead of NVIDIA Kyber and NVIDIA Rubin Ultra platform rollouts. Vertiv aligns with the NVIDIA AI roadmap to stay one GPU generation ahead, enabling customers to deploy their power and cooling infrastructure in sync with NVIDIA's next-generation compute platforms. Vertiv provides end-to-end power, cooling, integrated infrastructure and services to support AI factories and other data center deployments. As rack power requirements in AI environments scale beyond 300 kilowatts, 800 VDC enables more efficient, centralized power delivery by reducing copper usage, current, and thermal losses. Vertiv's upcoming portfolio will feature centralized rectifiers, high-efficiency DC busways, rack-level DC-DC converters, and DC-compatible backup systems, expanding its broad, end-to-end power management portfolio that already includes a robust AC power train. 'As GPUs evolve to support increasingly complex AI applications at giga-watt scale, power and cooling providers need to be equally innovative to provide energy-efficient and high-density solutions for the AI factories. While the 800 VDC portfolio is new, DC power isn't a new direction for us, it's a continuation of what we've already done at scale,' said Scott Armul, executive vice president of global portfolio and business units at Vertiv. 'We've spent decades deploying higher-voltage DC architectures across global telecom, industrial, and data center applications. We're entering this transition from a position of strength and bringing real-world experience to meet the demands of the AI factory.' Vertiv's experience in DC power spans more than two decades of ±400 VDC deployments, broadened by strategic acquisitions during the early 2000's. These solutions support critical loads in global telecom networks, integrated microgrids, and mission-critical facilities. This foundation establishes Vertiv as a trusted leader in the safe design, deployment, and operation of higher-voltage DC architectures, with proven scale, portfolio, and long-term serviceability. Designed for homogeneous AI zones in hyperscale environments, Vertiv's 800 VDC portfolio is a key pillar of its 'unit of compute' strategy — a systems-level design engineered to enable all infrastructure components — to interoperate as one modular and scalable system, matching infrastructure demands of next-generation GPUs. Vertiv's support for both AC and DC architectures is a strategic differentiator in the evolving AI data center landscape. For more information about Vertiv's DC power solutions and end-to-end power and cooling solutions, visit
