Alpha and Omega Semiconductor has positioned itself to support NVIDIA’s 800-V AI data center power architecture.

Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs by 2027, ...

Navitas generates most of its revenue from its GaNFast Power ICs, which bundle together switching, sensing, control, and ...

TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor Manufacturing ...

Navitas just became one of Nvidia's most important AI power partners -- and investors may not realize how big this could get.

There's no doubt as to the reason for the move. It comes down to the company's relationship with Nvidia, specifically its potential role in developing data center architecture for the next generation ...

From proven megacaps to speculative small caps, these eight stocks span the AI infrastructure stack at different risk levels.

Tech giant Nvidia is the world’s leading artificial-intelligence chipmaker, but the company’s success has also put it in the crossfire of trade tensions. The Santa Clara, California-based company, ...