From Nasdaq: 2025-06-15 09:00:00

The surge in artificial intelligence (AI) is driving demand for data centers. Nvidia (NASDAQ: NVDA) is leading the charge with a new 800V HVDC architecture, working closely with partners Navitas Semiconductor (NASDAQ: NVTS) and Vertiv (NYSE: VRT).

Nvidia’s shift to 800V DC data centers is set to revolutionize AI computing, aiming for a 5% efficiency boost, 70% lower maintenance costs, and a 30% cut in total ownership costs by 2027.

Navitas Semiconductor, with $83.3 million in sales in 2024, is thriving after partnering with Nvidia, with its stock soaring over 100% this year due to the collaboration.

Vertiv, another key partner, is gearing up to release its 800V HVDC solutions by the second half of 2026, in time for Nvidia’s new data center platforms, Kyber and Rubin Ultra. Expectations are for significant revenue growth through 2027.

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Read more at Nasdaq: These 2 Nvidia Partners Will Power the Next Generation of Data Centers