The Gallium Nitride (GaN) — NVIDIA's Lead Partner for 800V AI HVDC
NVIDIA named Navitas its lead GaN partner for Rubin's 800V architecture (May 2025). That single announcement transformed the GaN investment thesis.
Gallium nitride (GaN) is the other "wide-bandgap" semiconductor besides SiC. GaN can switch at much higher frequencies than silicon or SiC, making it ideal for high-frequency power converters — including consumer fast-charging and, critically, the new NVIDIA 800V HVDC datacenter architecture . In May 2025, NVIDIA publicly named Navitas its lead GaN partner. Power Integrations is the older, more established high-voltage IC player with a building GaN portfolio.
If Rubin's 800V launches on time and Navitas successfully scales production, the design-win lock-in could fund years of growth. If it doesn't, both Navitas and Vicor have to find a new growth narrative.
2 names on the watchlist
NVIDIA's named lead GaN partner for 800V HVDC datacenter architecture (announced May 2025).
NVIDIA's named lead GaN partner for the 800V HVDC datacenter architecture that ships with Rubin in late 2026. GaNFast and GeneSiC product lines. Also serves consumer fast-charging (USB-C PD chargers). $122M ATM equity raise underway. Unprofitable; cash burn elevated.
Established high-voltage IC leader with a building GaN portfolio.
Established high-voltage IC leader; GaN portfolio building. Less leveraged to NVIDIA than Navitas — but profitable and less binary. The lower-beta way to play GaN.