Navitas Semiconductor Corp. announced the debut of a new 800‑V to 6‑V DC‑DC power delivery board that eliminates the traditional 48‑V intermediate bus converter stage. The board, showcased at NVIDIA’s GTC 2026 conference, uses GaNFast™ technology to convert 800 V directly to 6 V in a single power stage, achieving up to 96.5 % peak efficiency at full load.
The elimination of the 48‑V intermediate bus converter reduces conversion losses, frees valuable board space, and improves overall system efficiency for AI data‑center servers. By bypassing the 48‑V stage, the board allows GPU boards to receive power at 6 V, cutting the VRM conversion ratio in half and enabling higher compute density and lower cooling costs.
Navitas’s CEO, Chris Allexandre, highlighted the board’s role in supporting NVIDIA’s 800‑V data‑center power architecture, a key shift that could drive demand for high‑power GaN and SiC solutions. The launch aligns with the company’s “Navitas 2.0” pivot toward high‑power markets and represents a tangible step toward capturing the projected $2.6 billion annual opportunity in AI data‑center power by 2030.
Financially, Navitas reported Q4 2025 revenue of $7.3 million, down 59.4 % year‑over‑year, and a net loss of $32.1 million. In Q1 2025 revenue was $14.0 million, with a GAAP loss from operations of $25.3 million. The company has guided Q1 2026 revenue to $8.0 million to $8.5 million, a sequential increase from Q4 2025, and its cash balance stands at $236.9 million after a $95.6 million private placement in November 2025.
Allexandre said, “With our industry‑leading 800 V‑to‑6 V DC‑DC PDB, Navitas is setting a new benchmark for data‑center power architectures. By eliminating an entire conversion stage, we lower system cost and power losses while freeing up valuable board space, enabling customers to dedicate more real‑estate to compute, memory, and GPUs and to unlock maximum performance for AI workloads.” He added, “High‑power markets drove the majority of revenue, and we expect sequential top‑line growth starting in the first quarter of 2026.”
Investors responded favorably to the announcement, citing the company’s successful pivot to high‑power markets, the positive Q1 2026 revenue guidance, and the strong cash position as key drivers of confidence in Navitas’s future growth prospects.
The 800‑V to 6‑V board positions Navitas to capitalize on the expanding AI data‑center power market, reinforcing its strategic shift toward high‑power solutions and supporting NVIDIA’s 800‑VDC architecture while delivering significant efficiency and space savings for next‑generation AI servers.
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