Navitas and Nvidia target 800V AI data-center power
Navitas Semiconductor is working with Nvidia on power semiconductor solutions for 800 VDC AI data-center architectures. The companies are targeting a direct 800 V-to-6 V conversion board designed to remove intermediate conversion stages used in conventional 48 V and 50 V systems.
The board uses Navitas GaNFast gallium nitride transistors and aims for peak efficiency of 96.5%–97.5% at 1 MHz, with power density of up to 2,100 W/in³. The broader 800 V approach could reduce wiring thickness and copper use by up to 45%, while supporting power delivery above 1 MW.
The collaboration is linked to Nvidia’s MGX ecosystem and 800 V HVDC initiative, including Kyber racks and Rubin Ultra GPUs. Navitas displayed the board at COMPUTEX in June 2026. On October 5, 2026, Navitas and Microchip also introduced an 800 V reference design, highlighting wider industry participation. The efficiency figures remain targets, and adoption, real-world performance and Navitas’ ability to turn design wins into revenue are key factors to watch.
Neutral
The announcement has no direct link to a cryptocurrency, token or blockchain network, so its immediate effect on crypto prices and market stability is likely to be limited. It may attract attention to AI infrastructure and semiconductor shares, but that is not the same as a direct catalyst for digital assets.
In the short term, traders may respond to headlines about AI data-center investment, as they have during past AI-related technology rallies. Any spillover into crypto would likely depend on broader risk sentiment and flows into AI-linked tokens rather than on this partnership itself. The article also notes that the efficiency figures are targets, not confirmed results, which limits the strength of any immediate market signal.
Over the longer term, more efficient power delivery could support the expansion of AI computing. That may indirectly affect crypto-mining and data-center economics, but the article provides no evidence of a specific impact on mining costs, token demand or network activity. Adoption of 800 V systems, real-world performance, and Navitas’ conversion of design wins into revenue will be more relevant indicators for the companies involved than for crypto markets. Overall, the news is best viewed as neutral for crypto traders.