NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

Key Takeaways NVTS targets AI data centers as rising workloads drive demand for advanced power solutions.Shift to 800-volt systems could unlock a $2.6B market for GaN and SiC chips by 2030.Despite near-term tariff risks, NVTS sees recovery in 2026 with 23.2% revenue growth.Navitas Semiconductor ((NVTS) is shifting its focus to AI data centers as power needs are rising fast. AI processors are utilizing much more power than traditional systems. Additionally, industry estimates show power demand for AI could g ...