• The company said Nvidia is exhibiting its “800 V-to-6 V DC-DC” power chip at Computex 2026.
• The company believes its collaboration with Nvidia can help data center campuses consume electricity more effectively without overheating.
• The collaboration comes amid record-high energy consumption by data centers to generate the compute capacity required to power artificial intelligence. 

Shares of power chip maker Navitas Semiconductor (NVTS) gained on Wednesday after the company said its recently launched offering is being showcased by Nvidia (NVDA) at Computex in Taiwan.

At the time of writing, NVTS stock was up more than 20% and was the top-trending ticker on Stocktwits.

The Nvidia MGX Ecosystem Collaboration

Navitas specializes in manufacturing gallium nitride- and silicon carbide-based power delivery boards (PDBs), which enable efficient power delivery in modern devices. The company flagged that its “800 V-to-6 V DC-DC” power chip can be found in Nvidia’s MGX Ecosystem, and is currently being exhibited by the chip giant at the popular tech trade show as part of their collaboration.

The announcement comes amid record-high energy consumption by data centers to generate the compute capacity required to power artificial intelligence. The company believes its collaboration can help data center campuses consume electricity more effectively without overheating.

“As AI workloads continue to scale and drive unprecedented demand for compute, power delivery has become one of the most critical challenges in enabling next-generation gigawatt AI factories,” said Chris Allexandre, President and CEO of Navitas. 

“Through our collaboration with NVIDIA within the MGX ecosystem, Navitas is delivering GaN and SiC power technologies that enable megawatt-scale AI server racks with higher power density, a smaller system footprint, and improved thermal performance, helping accelerate the transition to more efficient and scalable AI infrastructure.”

What Do Retail Traders Think About NVTS, NVDA?

On Stocktwits, retail sentiment about NVTS turned ‘neutral’ from ‘bearish,’ while it remained ‘bullish’ on NVDA over the last 24 hours. One user said the announcement points to a structural redesign of AI data center power architecture.

Another user cheered the NVTS rally and said “the market is starting to price in a new narrative, not just a one-off headline reaction.”

NVTS stock has nearly quadrupled in value, while NVDA rose 16% so far this year, outperforming the S&P 500.

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