$Navitas Semiconductor Corp(NVTS)$
The market has spent the past year fixated on model size, parameter counts, and inference latency -- but under the surface, the real choke point is power. Not just the availability of energy, but the architecture that moves it. And that’s what makes $NVIDIA(NVDA)$ move so significant. When the most valuable compute company on the planet taps Navitas to co-develop its next-gen 800V HVDC power delivery systems, it’s not a footnote -- it’s a redirection of where the edge lies in AI infrastructure.
This is bigger than silicon. This is about flow. About how electrons are delivered into the densest, fastest, hottest systems humanity has ever built. Blackwell isn’t just more powerful -- it’s more demanding. The physics of compute have changed. Traditional 54V power architectures -- long the industry standard -- are no longer viable at hyperscale. Too much resistance. Too much heat. Not enough efficiency. The data center, as we’ve known it, has hit a wall. And Navitas just got invited to help tear it down.
But here’s what makes this different from the dozens of speculative partnerships floating around small-cap land: this one has teeth. Nvidia doesn’t test the waters. They build standards. CUDA didn’t become dominant because it was elegant. It became dominant because it became inescapable. And that’s what’s beginning to happen here. This 800V HVDC design isn’t just for internal use -- it’s a reference system. The moment it’s validated in production, it starts to define the entire ecosystem’s voltage roadmap. That means hyperscalers. That means server vendors. That means the very way energy is routed inside AI racks -- across clusters, across continents.
This is where I think the market is missing the forest for the trees. Everyone’s caught up in the short-term squeeze, the parabolic candles, the momentum surge. But I’m not in this for the pop -- I’m building a position because this is infrastructure. Because this is how Nvidia signals the next layer of scarcity. First it was GPUs. Then it was HBM. Now, it’s power.
And if you believe that AI buildouts are just getting started -- and I do -- then this is the moment where the winners start to separate. Where the enablers get rerated. Where a company like Navitas, dismissed as a speculative clean power play last couple years, becomes a foundational supplier to the most critical infrastructure theme of the decade.
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