The video discusses Navitas Semiconductor (NVTS) and its new 800-volt GaN and SiC-powered device for NVIDIA's next-generation AI factory architecture. The presenter mentions that the company is worth over two billion. The presenter suggests that this stock might be undervalued, considers the company is building core hardware for the AI revolution. Digging into the numbers, tech, and analyst calls, the presenter has noticed something about their power conversion architecture that could reshape how data centers handle AI workloads.