AI stocks have been running — but this chip stock just exploded over 144% this month, and the story is only getting hotter.
The company is Navitas Semiconductor (NVTS) — and it’s suddenly one of the most talked-about names in the next wave of AI infrastructure. Navitas makes ultra-efficient GaN and SiC chips that are quickly replacing traditional silicon in AI data centers, EVs, and high-speed chargers.
What’s fueling the run? Navitas confirmed progress on 800-volt HVDC systems designed to power Nvidia’s next-gen AI workloads. These power architectures are a huge leap forward — cutting energy waste and unlocking scalability for massive GPU farms. The stock spiked hard after that update and hasn’t looked back.
Navitas is now being positioned as a pure-play bet on energy-efficient AI chips — a space with growing demand and few competitors. Their 800V rollout is expected by 2027, and they just raised $50M to help fund that roadmap.
It’s still early… but traders are already comparing this to past breakout chip runs like AEHR or SMCI.
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