# Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”

Digest AI · Hardware & Compute · published 2026-10-22T02:14:00Z

Canonical: https://digestai.news/story/navitas-gains-after-nvidia-800v-board-launch-ai-infrastructure-power-w

## 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.

## Key points

- 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.

## Why it matters

The board could lower power‑conversion losses and footprint in AI data centers, improving cost and energy efficiency for large‑scale AI workloads.

## Sources

1. [Navitas Gains After Nvidia 800V Board Launch: “AI Infrastructure Power Wall”](https://finance.yahoo.com/technology/ai/articles/navitas-gains-nvidia-800v-board-091411029.html) (finance.yahoo.com, 2026-10-22)

## Cite

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

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