NVTS Bets on AI Data Centers: Will This Fuel Long-Term Growth?

Key Takeaways NVTS is exiting lower-margin mobile business to focus on AI data centers and high-power markets.NVTS offers GaN and SiC solutions across the full power path and is part of NVIDIA's 800V AI ecosystem.Material revenue from the AI data center is expected in 2027, with 2026 seen as a transition year for NVTS.Navitas Semiconductor (NVTS) is shifting its focus toward AI data centers. The company is moving away from lower-margin mobile and consumer products and putting more effort into high-power mar ...