Navitas Semiconductor is showing an 800 V-to-6 V DC-DC power delivery board at NVIDIA’s AI Factory MGX Ecosystem Showcase at COMPUTEX 2026 in Taipei, putting its nvts stock story squarely around one of the sharpest problems in AI computing: how to feed ever-denser racks with less waste and less bulk.
The showcase runs from June 2 through June 5 at COMPUTEX, coming just days after Navitas took part in NVIDIA’s Partner Ceremony on May 29 at the Taipei Nangang Exhibition Center. For investors scanning nvts stock, the timing matters because the company is not talking about a distant concept. It is putting a working board in front of the market during one of the industry’s biggest hardware gatherings, where AI infrastructure vendors are trying to prove they can keep up with the power demands of the next buildout wave.
The board is powered by Navitas’ GaNFast technology and is designed to remove the need for a traditional 48 V intermediate bus converter stage inside compute server trays. Navitas says the design uses 16 GaNFast FETs rated at 650 V and 11 milliohms in a DFN8×8 dual-cooled package, targeting 97.5% peak efficiency, 1 MHz switching, and power density of 2,100 W per cubic inch. That combination is aimed at the kind of megawatt-scale AI server racks and 800 VDC rack architectures that developers are now trying to make practical.
Chris Allexandre said the company is delivering GaN and SiC power technologies that enable megawatt-scale AI server racks, and that the collaboration with NVIDIA within the MGX ecosystem is meant to support higher power density, a smaller footprint, and better thermal performance. Navitas also says its GeneSiC silicon carbide portfolio supports power delivery from the grid to the AI compute rack, including solid-state transformers with 2,300 V and 3,300 V SiC modules and high-power three-phase power supply units powered by Generation 5 1,200 V SiC MOSFETs.
That compact board is the point, and it is also the problem. AI workloads are creating unprecedented demand for compute, which makes power delivery one of the hardest bottlenecks in the chain. A highly efficient, tightly packaged board sounds elegant in a demo hall; turning it into a dependable building block for real data centers is harder, especially when the industry is still figuring out how quickly 800 VDC systems will replace older rack designs.
For now, Navitas has given the market a clear showpiece, not a shipping date. The company is framing the collaboration as part of a broader push to accelerate next-generation AI data centers, but the unanswered question behind nvts stock is when the 800 V-to-6 V board moves from showcase hardware to commercial deployment.
