Navitas unveils its 800V GaN/SiC device for NVIDIA's next-gen AI factory architecture. Is Navitas massively undervalued at $2B, or has the hype train passed reality? Digging into their power conversion architecture reveals a potential game-changer for data centers. #NVIDIA #AI #GaN #SiC #DataCenters
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Rick Orford - Trading Stocks and Options29 Oct 2025, 22:00 UTC
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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.
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