Navitas collaborates with NVIDIA MGX Ecosystem to accelerate 800VDC AI infrastructure - Semiconductor Today

Navitas’ collaboration with NVIDIA’s MGX ecosystem marks a significant step forward in the development of next-generation AI data centers, particularly focusing on 800VDC power delivery architectures.... Read original →

Navitas’ integration into NVIDIA’s MGX ecosystem signals 800VDC architecture’s shift from niche to norm in AI data centers. Technically, GaNFast FETs operating at 1MHz with 97.5% efficiency force co-design of motherboards and power delivery, accelerating DC–DC integration toward GPU-package proximity. Geopolitically, U.S. export controls on wide-bandgap semiconductors pose supply chain risks—especially as Navitas sources GeneSiC from Taiwan, China—necessitating rapid localization. Competitors like Wolfspeed and Infineon will likely fast-track hybrid SiC/GaN solutions to secure MGX certification. Within 18 months, 800VDC compliance will become a non-negotiable requirement in AI server tenders, sidelining power vendors without GaN or SiC roadmaps and triggering sector consolidation.