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

§ 01 Executive Snapshot

• What: Navitas collaborates with NVIDIA to enhance AI infrastructure through the MGX™ ecosystem.
• Who: Navitas Semiconductor and NVIDIA.
• Why it matters: This partnership aims to accelerate the development of next-generation AI data centers, addressing the increasing power demands of AI workloads.

§ 02 Key Developments

• Navitas’ 800 V-to-6 V DC-DC power delivery board (PDB) showcased at NVIDIA's AI Factory MGX™ Ecosystem Showcase at COMPUTEX 2026.
• The PDB achieves 97.5% peak efficiency and operates at a switching frequency of 1 MHz, enabling a power density of 2100 W/in³.
• The board is approximately 20% thinner than a mobile phone, allowing for close integration with GPU boards to enhance power distribution efficiency.

§ 03 Strategic Context

• The collaboration is part of a broader trend toward modular AI infrastructure architectures, essential for scaling AI workloads in next-generation data centers.
• As AI applications demand more compute power, optimizing power delivery systems has become critical to ensuring performance and reliability.

§ 04 Strategic Implications

• Immediate implications include improved system efficiency and reliability for AI server racks, which can facilitate higher power density and smaller footprints.
• Long-term, this partnership may set a precedent for future collaborations in the semiconductor industry, driving innovation in AI infrastructure.

§ 05 Risks & Constraints

• Potential regulatory challenges related to semiconductor technologies and AI infrastructure development.
• Dependence on the successful integration of Navitas’ technologies within NVIDIA's ecosystem could pose execution risks.

§ 06 Watchlist / Forward Signals

• Upcoming milestones include the completion of the COMPUTEX 2026 showcase and further announcements regarding product deployments within the MGX™ ecosystem.
• Future developments in AI workload scaling and power delivery efficiency will signal the success of this collaboration.