TradingKey – Navitas Semiconductor is collaborating with NVIDIA to develop next-generation high-voltage direct current (HVDC) architecture, triggering a post-market stock surge of over 190%.
On Wednesday, May 21, Navitas Semiconductor (NVTS) officially announced its partnership with NVIDIA (NVDA) to develop an advanced 800V HVDC architecture.
- Following the news, Navitas shares skyrocketed over 190% in after-hours trading, before settling at 187% gains.
Navitas Stock Performance – Source: Google.
Navitas aims to enhance NVIDIA’s energy infrastructure to meet the rising demands of AI computing. CEO Gene Sheridan stated: "With our extensive product portfolio, we can support NVIDIA’s 800V HVDC infrastructure, from the power grid to GPUs."
Navitas will integrate gallium nitride (GaN) and silicon carbide (SiC) technologies, which boost energy efficiency and reduce copper usage, effectively cutting costs.
Since late 2021, Navitas stock has steadily declined, with shares dropping 45% in 2025 alone, far underperforming the S&P 500’s 0.4% dip. The NVIDIA partnership offers a potential lifeline, but the extent of its impact will depend on the success of the collaboration.
Navitas Stock Trend – Source: TradingView.