Navitas shares climb 5% on Nvidia power board deal

Navitas' latest collaboration with Nvidia builds on a previously announced 20 kW board also co-developed with Nvidia. The new 24 kW board expands Navitas' portfolio of 800 VDC AI data-center power solutions, suggesting an ongoing partnership relationship rather than a one-off project. Engineered to fit Nvidia's 400 mm × 60 mm form factor, the board targets 97% efficiency at full load with a power density exceeding 2,000 W/in³. It utilizes 16 of Navitas' NV6034 GaNFast FETs on the primary side, configured in a stacked half-bridge topology with the company's dual-cooled DFN 8 × 8 packaging to optimize thermal management. The compact design allows it to be integrated directly onto the compute motherboard adjacent to the xPUs, routing 12 V directly to the voltage regulator module to minimize power-delivery losses and simplify overall complexity. The announcement came alongside other news items such as FormFactor's $300M investment deal with Teradyne and a mixed market session ahead of bank earnings and CPI data.