What Navitas makes for data centers
public
Navitas is a publicly listed company. It appears on 3 parts of the AI data center — 800 V DC architecture & solid-state transformers, GaN and SiC and GaN and SiC inside — in the role of manufacturer. Those parts sit in Layer 4 — Servers, racks & integration and Layer 7 — Electrical: power distribution (grid to rack). Its shares trade on US exchanges (NYSE/Nasdaq) as NVTS.
Parts, by layer
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| GaN and SiC | manufacturer | inferred | Coherent, Infineon, Wolfspeed, EPC | |
| GaN and SiC inside | manufacturer | inferred | Infineon, Wolfspeed, onsemi, EPC |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Coherent, Delta Electronics, Eaton, Flex |
Where Navitas sits in the stack
Navitas's placements in this catalog cover 3 parts, from layer 4 (servers, racks & integration) to layer 7 (electrical: power distribution (grid to rack)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- GaN and SiC — Gallium-nitride and silicon-carbide power semiconductors used inside VRMs and power stages to switch at higher frequency and efficiency than silicon at the currents modern GPU boards need.
- GaN and SiC inside — Wide-bandgap gallium-nitride and silicon-carbide power devices used inside the power shelf's AC-DC and DC-DC conversion stages for higher efficiency and power density than silicon.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
Closest peers in this catalog
Seen in real machines
Navitas is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- PSU power semis (GaN/SiC)
Latest feed
- Breaking the AI Infrastructure Power Wall: From Grid to xPU — EE Times, 2026-10-08The report discusses the critical infrastructure requirements for AI hardware, specifically focusing on the electrical grid, power transformers, and the shift toward high-voltage DC architectures and onsite power generation.
Questions about Navitas
- What does Navitas make for AI data centers?
- This catalog places Navitas on 3 parts: 800 V DC architecture & solid-state transformers (manufacturer), GaN and SiC (manufacturer) and GaN and SiC inside (manufacturer).
- Is Navitas publicly traded?
- Yes — Navitas is listed on US exchanges (NYSE/Nasdaq) under NVTS. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Who else makes 800 v DC architecture & solid-state transformers for AI data centers?
- Schneider Electric, ABB, Coherent, Delta Electronics, Eaton and Flex are also placed on 800 V DC architecture & solid-state transformers in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Navitas the mix is 3 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.