Navitas Collaborates with NVIDIA MGX™ Ecosystem to Accelerate 800 VDC AI Infrastructure - GlobeNewswire

Navitas Semiconductor has collaborated with NVIDIA's MGX™ ecosystem to accelerate the development of 800 VDC AI infrastructure. The partnership was highlighted at NVIDIA's Partner Ceremony on May 29, ... Read original →

Navitas’ integration into NVIDIA’s MGX ecosystem signals a strategic pivot: wide-bandgap semiconductors are no longer auxiliary components but foundational to AI infrastructure scalability. By eliminating the 48V intermediate bus, this 800V DC architecture forces upstream magnetics and capacitor suppliers to redesign for MHz-range operation, while server OEMs must overhaul power delivery layouts. Geopolitically, as U.S. export controls expand from AI chips to supporting power systems, GaN/SiC-based modules risk inclusion on restricted lists—raising compliance burdens for non-U.S. supply chains. Competitors like Infineon and Wolfspeed will likely counter with hybrid SiC-GaN platforms or localized manufacturing. Within 18 months, 800V DC could become the de facto standard for hyperscale AI data centers; companies mastering high-frequency GaN reliability will dominate. Foundries in Taiwan, China and mainland China lacking >90% yield on 650V GaN face exclusion from premium AI power supply chains.