Navitas Semiconductor Corporation (NASDAQ:NVTS) is one of the Hot Growth Stocks to Invest in Now. On October 13, Navitas Semiconductor Corporation (NASDAQ:NVTS) announced new power semiconductor products purpose-built for Nvidia’s 800 VDC AI factory architecture. ​The products include the new 100 V GaN FETs, 650 V GaN, and high voltage SiC devices. Management noted that these new products are aimed at delivering breakthrough efficiency, enhanced performance, and power density. Nvidia’s 800 VDC architect ...

Summary of Key Points from the Conference Call Industry Overview - The document discusses the evolution of data centers, particularly focusing on the transition to AI-driven architectures and the increasing power demands associated with GPU technologies [3][11][75]. Core Insights and Arguments 1. **Power Demand Increase**: The shift from traditional web servers to GPU-based systems has led to a significant increase in power density, with GPU racks approaching 100 times greater power density compared to web servers [3][5]. 2. **800 VDC Architecture**: The 800 VDC (voltage direct current) architecture is identified as the optimal solution for next-generation power distribution in data centers, allowing for reduced conversion losses and improved scalability [8][11][38]. 3. **Energy Storage Solutions**: Energy storage is crucial for managing load swings caused by synchronized GPU workloads. Various solutions include optimizing idle periods, using energy storage systems, and implementing power smoothing features [12][14][18]. 4. **Grid Interconnect Requirements**: The document highlights the need for greater load flexibility and predictability to maintain grid stability, especially with the rapid load changes from AI workloads [25][28]. 5. **Collaboration for Standardization**: Industry collaboration is essential to establish standardized voltage ranges, connectors, and current levels to facilitate modular and interoperable solutions across vendors [69][70]. Important but Overlooked Content 1. **Performance Metrics**: The document provides specific performance metrics, such as a 75% increase in thermal design point (TDP) power leading to a 50x performance increase in GPUs, emphasizing the need for advanced power architectures [6][10]. 2. **Power Distribution Options**: Traditional AC power systems are reaching their limits as rack power demands increase. Transitioning to 800 VDC allows for a 157% increase in power transmission through the same copper cross-sectional area compared to 415 VAC systems [35][33]. 3. **Future-Proofing Strategies**: The document outlines a phased adoption strategy for transitioning to 800 VDC, with a long-term vision of moving to 1500 VDC as technology and standards evolve [45][62]. 4. **Safety Considerations**: Safety features such as touch-safe connectors and mechanical interlocks are emphasized to minimize risks associated with high-voltage systems [48][49]. Conclusion - The exponential increase in GPU power consumption necessitates a new power architecture that integrates energy storage and 800 VDC distribution to address the challenges posed by synchronous load swings and increasing power density in AI factories [75].