Why Nvidia Partner Navitas Semiconductor Surged in the First Half of 2025

Shares of Navitas Semiconductor (NASDAQ: NVTS) soared by 83.5% in the first half of 2025, according to data provided by S&P Global Market Intelligence. The move stems from the announcement that Navitas is partnering with Nvidia (NASDAQ: NVDA) to develop solutions for the next generation of data centers set to launch in 2027. It's no secret that the burgeoning demand from AI applications is creating unprecedented strain on global data center capacity, which is putting pressure on power grids, networks, and data center infrastructure. That's where the new data centers come in.In a nutshell, the new 800-volt high voltage direct current (HVDC) data centers will offer a new architecture that converts 13.8 kV alternating current (AC) grid power to 800-volt HVDC at the perimeter, and then from 800-volt HVDC to the lower voltages needed to run graphics processing units (GPUs) in the IT rack.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool