Navitas and Nvidia Launch 800 V-to-12 V Power Board for Next-Gen AI Infrastructure

The significance lies less in the board itself than in the voltage architecture it signals: a shift toward 800 V DC distribution inside AI racks, where conventional power conversion struggles to keep pace with rack-scale compute density. Navitas is positioning its GaN technology as a beneficiary of that transition, with Nvidia's MGX ecosystem as the distribution channel. The open question is whether 800 V DC becomes a standard across AI data centers or remains one vendor-aligned approach, and whether GaN holds its edge as competing power technologies scale.