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High materiality7/10

Navitas Partners with NVIDIA on 24 kW GaN DC-DC PDB for AI data centers

Oct 12, 2026, 4:26 PM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

The collaboration and new PDB product point to accelerated GaN adoption in AI data centers, implying potential design wins and near-term revenue upside; analogous partnerships with hyperscalers have historically tightened Navitas' revenue visibility within 6–12 months.

AI summary

What happened, with direct paths to the underlying reporting

Navitas unveiled a 24 kW, 800V-to-12V DC-DC PDB powered by GaNFast, developed with NVIDIA for the MGX ecosystem and AI data centers. The product targets 800VDC architectures, signaling potential design wins and modest near-term revenue upside if adoption scales within NVIDIA's data-center plans.

  • Navitas unveils 24 kW 800V-to-12V DC-DC PDB. GaNFast powers the module.
  • Developed with NVIDIA to support the MGX ecosystem.
  • Targets 800VDC power architectures for AI data centers.
  • Potential revenue catalyst if design wins materialize.

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