Navitas Semiconductor Corp's stock surged 6.36% in pre-market trading on Tuesday, rebounding from recent declines after the company was named as an official partner in NVIDIA's next-generation 800V DC power architecture.
The inclusion in NVIDIA's partner list represents a significant endorsement for Navitas Semiconductor's entry into future AI data center power infrastructure. The 800V architecture is considered a critical upgrade to meet the power density requirements of next-generation AI accelerators, where even marginal improvements in power conversion efficiency can translate to substantial cost savings for hyperscale data center operators.
The pre-market buying interest followed a period of selling pressure that had pushed the stock down from late-May highs, with the combination of an oversold technical setup and the NVIDIA partnership catalyst attracting renewed investor attention.