Overview
- Navitas placed its 800 V‑to‑6 V GaN DC‑DC power delivery board inside NVIDIA’s AI Factory MGX™ Ecosystem Showcase at COMPUTEX in Taipei, following the company’s participation in NVIDIA’s May 29 partner ceremony.
- The board uses Navitas GaNFast technology with 16 650 V, 11 mΩ FETs in a DFN8×8 dual‑cooled package, targets 97.5% peak efficiency at 1 MHz switching, and delivers about 2,100 W per cubic inch while being roughly 20% thinner than a mobile phone.
- Navitas says the design removes the conventional 48 V intermediate bus converter stage, enabling closer integration with GPU boards for higher power density and faster transient response in 800 VDC AI rack architectures.
- The public demo and NVIDIA placement sparked a sharp NVTS share rally, followed analyst upgrades and built on a recent Q1 beat, though the company’s near‑term test remains turning interest into scaled revenue after a modest Q1 and continued net losses.
- The key next steps are securing multi‑customer design wins and volume production for rack deployments, a development that would determine whether the MGX showcase converts into sustained sales and wider adoption.