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The Gallium Nitride (GaN) — NVIDIA's Lead Partner for 800V AI HVDC · The Power Conversion Layer — SiC, GaN, PMICs & the 800V AI Architecture

NVTS

Navitas Semiconductor
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NVIDIA's named lead GaN partner for 800V HVDC datacenter architecture (announced May 2025).

What they do

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.