Navitas Semiconductor: A Contrarian’s Tale of $10K and GaN

Behold the magic of mid-May 2025: Nvidia and Navitas decided to team up and build data centers so efficient, they’ll make your 1980s mainframe weep into its floppy disks. These aren’t your grandmother’s data centers-they’re 800V powerhouses needing silicon carbide (SiC) and gallium nitride (GaN) chips to function. Navitas, of course, sells those. It’s like giving a baker a recipe for eternal life… if the baker also happened to sell the ingredients. [stock_chart symbol="NASDAQ:NVTS" f_id="381020" language="en"]





