---
title: "NVTS Navitas Semiconductor"
canonical: "https://supercyclehq.com/stock/navitas-semiconductor"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "NVTS"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Navitas Semiconductor (NVTS)

Navitas Semiconductor designs power chips built on gallium nitride and silicon carbide instead of traditional silicon.

## AI Exposure Score

**68/100, Strategic.** Navitas has pivoted squarely at AI data center power, headlined by its work with NVIDIA on 800 volt DC architecture for next generation racks. Current revenue still comes largely from mobile and consumer chargers, so the score reflects a Strategic reality carrying a Core level narrative.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $7.93 |
| Change 1d | -6.49% |
| Change 7d | -5.60% |
| Change 30d | -36.05% |
| Change 1y | -35.27% |
| 52-week high | $31.79 |
| 52-week low | $7.14 |
| Market cap | $2.1B |
| P/E | n/a |
| EPS | $-1.34 |
| Next earnings | 2026-11-03 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Torrance, CA |
| CEO | Chris Allexandre |
| Employees | 190 |
| Website | https://navitassemi.com |
| Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors), [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) |

## What the company does

Navitas Semiconductor designs power chips built on gallium nitride and silicon carbide instead of traditional silicon. These materials switch faster and waste less energy, letting power supplies shrink and run cooler. The company sells GaNFast power ICs and GeneSiC silicon carbide devices to electronics, industrial, and energy customers.

Its future is now aimed at AI data centers. Navitas is working with NVIDIA on 800 volt DC power architecture for next generation AI racks, where rising power demands are forcing a redesign of how electricity reaches GPUs. Today most revenue still comes from mobile and consumer fast chargers, so the data center pivot is the investment case rather than the current business.

Founded in 2014 and headquartered in Torrance, California, Navitas employs about 190 people and trades on the NASDAQ.

## Role in the AI buildout

Navitas sits in the Semiconductors layer and the Data Centers layer. As AI racks climb toward power levels that legacy distribution cannot handle efficiently, the industry is moving to higher voltage DC architectures, and NVIDIA has named Navitas among its partners for 800 volt DC power on future platforms. Navitas supplies the GaN and silicon carbide devices that make those conversions efficient. Its role is early stage: a design win story ahead of a revenue story.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $5.6M | 0.13% | new | 2026-06-30 |

## FAQ

### What does Navitas Semiconductor do?

Navitas designs power semiconductors using gallium nitride and silicon carbide, materials that convert electricity faster and with less waste than silicon. Its chips go into fast chargers, solar, industrial systems, and increasingly data center power supplies.

### How is Navitas Semiconductor exposed to AI?

Supercycle rates Navitas Strategic with an AI Exposure Score of 68 out of 100. It is partnered with NVIDIA on 800 volt DC power architecture for next generation AI data centers, though most current revenue still comes from consumer chargers.

### What is the NVIDIA partnership?

NVIDIA plans to move future AI racks to 800 volt DC power delivery, and it named Navitas among the semiconductor partners supporting that architecture. For Navitas, the collaboration positions its GaN and silicon carbide devices inside the power chain of future AI platforms.

### Is NVTS a pure play AI stock?

Not yet. Navitas is rated Strategic. Its strategy and valuation story center on AI data center power, but the existing business is weighted toward mobile and consumer charging, so the AI exposure is more roadmap than revenue today.

### Who leads Navitas?

Chris Allexandre became CEO in 2025, taking over from cofounder Gene Sheridan as the company sharpened its focus on AI data center power. Navitas was founded in 2014 and is headquartered in Torrance, California.

---

Source: https://supercyclehq.com/stock/navitas-semiconductor. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.