Navitas unveils 20 kW board
- Navitas used its May 5 earnings report to spotlight an 800V-to-6V, 20 kW power-delivery board it first showed at Nvidia GTC in March. (navitassemi.com) - The telling detail is architectural: it skips the usual 48V intermediate stage, targets 96.5% peak efficiency, and packs about 2,100 W per cubic inch. (navitassemi.com) - That matters because AI racks are moving toward megawatt-scale power, shifting value toward power conversion, not just the GPUs consuming it. (navitassemi.com)
Power delivery is becoming its own AI bottleneck. Not the chips themselves — the electricity getting into them, cleanly and efficiently, at absur(navitassemi.com)ed it back into focus with its May 5 earnings release as evidence that AI infrastructure is turning into a power-electronics story, not just a GPU story. (navitassemi.com) ### What did Navitas actually build? It built a DC-DC power-delivery board for AI servers that converts 800 volts directly down to 6 volts in a(navitassemi.com)ide and is aimed at future Nvidia-style rack architectures where power density is too high for older server power schemes. (navitassemi.com) ### Why is 800V-to-6V a big deal? Because the normal path has extra steps. In today’s racks, power often comes in high, gets stepped down to an intermediate bus like 48V or 50V, and onl(navitassemi.com)rd space. Navitas’ pitch is simple — skip the middleman. Its board removes the traditional 48V intermediate bus converter stage entirely. (navitassemi.com) ### Why does that matter for AI racks? AI racks are getting brutally power-hungry. Navitas says legacy 54V rack architectures ar(navitassemi.com)s the shift to Nvidia’s move toward 800V DC data-center infrastructure. Once racks start clustering more GPUs and memory into tighter footprints, wasted watts turn into heat, bulk, and cost. (navitassemi.com) ### What are the hard numbers? The board targets up to 96.5% peak efficiency at full load, switches at 1 MHz, and reaches roughly 2, (navitassemi.com)g the board can sit extremely close to the GPU board and improve transient response. That proximity matters when chips swing power demand fast. (navitassemi.com) ### Why use gallium nitride here? GaN is attractive because it can switch faster and more efficiently than conventional silicon in these high-frequency power stages. Faster sw(navitassemi.com) denser. Navitas’ design uses 16 650V GaNFast FETs in a stacked full-bridge layout, which helps explain how it is chasing both thinness and high power. (navitassemi.com) ### Why bring this up again on earnings day? Because Navitas is trying to show investors that its business mix is changing. (navitassemi.com)year, and helped lift quarterly revenue to $8.6 million, up 18% sequentially. Management also guided to about $10 million for Q2. The board is not just a demo — it is part of the case that Navitas is pivoting away from mobile and consumer toward AI data centers, grid infrastructure, and industrial electrification. (markets.businessinsider.com)onversion vendors up with it. If racks really move toward 800V distribution and megawatt-scale density, then the winners are not only chipmakers. The enabling layer — converters, thermal systems, magnetics, packaging, and power semis — starts to matter a lot more. Navitas is early, and early does not guarantee adoption, but the direction of travel is clear. (navitassemi.com) ### Bottom line The news is not just that Navitas made a 20 kW board. It is that(markets.businessinsider.com)r electronics stops being a side story and becomes part of the main event. (navitassemi.com)
