NVIDIA Picked This Tiny Power-Chip Company — The Real AI Bottleneck Is Power #nvts #navitas #nvdia

The real bottleneck in an AI data center isn't the chip — it's the electricity. For its 800-volt power architecture, NVIDIA picked Navitas, the one company with both the GaN and the SiC it needs. That's 10 to 15 thousand dollars of content per megawatt — against gigawatt-scale 2027 racks. But booked revenue is still zero: it's a 2027 bet. Market education, not financial advice.

#navitas #NVTS #nvidia #aistocks #semiconductors #gan #datacenter #investing #shorts

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