{"version":1,"type":"story","url":"https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w","json":"https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w.json","markdown":"https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w.md","slug":"navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w","headline":"Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”","summary":"Navitas reported Q2 revenue of $10.5 million, a 27% year‑over‑year decline, and guided Q3 revenue to about $13.5 million, implying roughly 28% sequential growth. Shares rose 4.8% to $9 after the announcement. The company also closed its acquisition of Claros on October 6 for up to $232.8 million in cash, stock and milestones, adding integrated voltage‑regulator technology to its portfolio. Navitas is also pursuing a U.S. Army 10 kV SiC IGBT program and defending its GaN patents in a lawsuit against Renesas Electronics.","keyPoints":["Q2 revenue fell 27% to $10.5 million; management guided Q3 revenue to about $13.5 million.","Navitas completed the Claros acquisition for up to $232.8 million, adding integrated voltage‑regulator technology."],"whyItMatters":"The board could lower power‑conversion losses and footprint in AI data centers, improving cost and energy efficiency for large‑scale AI workloads.","category":{"slug":"hardware","name":"Hardware & Compute","url":"https://digestai.news/category/hardware"},"entities":{"companies":["Navitas Semiconductor","Nvidia","Claros","GlobalFoundries","STMicroelectronics","Texas Instruments"],"models":[],"people":["Chris Allexandre"]},"firstPublishedAt":"2026-10-22T02:14:00Z","updatedAt":"2026-10-22T02:14:00Z","sourceCount":1,"hasPrimarySource":false,"sources":[{"outlet":"finance.yahoo.com","title":"Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”","url":"https://finance.yahoo.com/technology/ai/articles/navitas-gains-nvidia-800v-board-091411029.html","publishedAt":"2026-10-22T02:14:00Z","type":"press","primary":false,"lead":true}],"sourceNotes":null,"discussions":[],"thread":null,"cite":{"text":"Digest AI, \"Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”\", 22 October 2026, https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w","publisher":"Digest AI","title":"Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”","datePublished":"2026-10-22T02:14:00Z","url":"https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w"},"generatedBy":"Written by Digest AI's editorial model from the linked sources; the sources are the record.","license":"Headlines, digests and key points are written by Digest AI and may be quoted with a link to the story page. Linked articles belong to their publishers. Terms: https://digestai.news/terms#reuse"}