{"id":2662,"date":"2025-06-25T11:24:12","date_gmt":"2025-06-25T11:24:12","guid":{"rendered":"https:\/\/wallstreetendeavor.com\/?p=2662"},"modified":"2025-06-24T11:26:03","modified_gmt":"2025-06-24T11:26:03","slug":"two-nvidia-partners-to-power-next-gen-data-centers","status":"publish","type":"post","link":"https:\/\/wallstreetendeavor.com\/de\/technology\/two-nvidia-partners-to-power-next-gen-data-centers\/","title":{"rendered":"Two Nvidia Partners to Power Next Gen Data Centers"},"content":{"rendered":"

Nvidia\u2019s dominance in AI computing isn\u2019t just about GPUs anymore. <\/p>\n\n\n\n

The company is now spearheading a shift in data center architecture, targeting a transition from the traditional 54-volt direct current (DC) systems to a groundbreaking 800V high-voltage<\/strong> DC model.<\/p>\n\n\n\n

Industry leaders expect that shift to unlock a new era of power efficiency and cost reduction. Two Nvidia data center partners, Navitas Semiconductor (NASDAQ: NVTS)<\/strong> and Vertiv (NYSE: VRT)<\/strong>, are gaining investor attention.<\/p>\n\n\n\n

According to Nvidia, these advanced 800V HVDC data centers will increase end-to-end power efficiency by up to 5%. They will also reduce maintenance costs by up to 70% due to fewer PSU failures and lower labor for upkeep. Copper demand will reduce by approximately 45%, lower cooling requirements by eliminating fan-cooled power supplies inside IT rack. Ultimately, this would trim total cost of ownership significantly, potentially by around 30%.<\/p>\n\n\n\n

These gains could be essential as AI workloads intensify and energy consumption becomes a mounting concern.<\/p>\n\n\n\n

One of the more compelling companies in this ecosystem is Navitas<\/strong>. They provide gallium nitride (GaN)<\/a> and silicon carbide (SiC) semiconductors specifically suited for efficient power conversion.<\/p>\n\n\n\n

From the initial transformation of 13.8kV alternating current at the data center’s perimeter to the final voltage regulation at the GPU level, Navitas\u2019s technology covers the full power conversion chain.<\/p>\n\n\n\n

Though the company recorded just $83.3 million in sales in 2024, news of its collaboration with Nvidia sent the stock surging more than 100% this year.<\/p>\n\n\n\n

Navitas’s rapid growth reflects rising investor confidence in its long-term role in AI infrastructure. It’s a classic case of a small-cap player positioned for disproportionate upside, assuming execution matches ambition.<\/p>\n\n\n\n

Vertiv<\/strong>, another key partner, brings expertise in critical infrastructure, everything from thermal management to power distribution. As next-gen data centers scale, Vertiv\u2019s role in ensuring operational continuity and infrastructure efficiency is likely to expand alongside Nvidia\u2019s ambitions.<\/p>\n\n\n\n

With Nvidia targeting a 2027 rollout for these new facilities, there\u2019s time for investors to evaluate these emerging enablers. But as early-stage interest turns into real infrastructure investment, the window of opportunity could narrow quickly.<\/p>","protected":false},"excerpt":{"rendered":"

With Nvidia planning a major leap in data center design by 2027, two lesser-known partners are emerging as critical players: Navitas Semiconductor and Vertiv. Their technologies could help drive the efficiency and cost-savings needed for next-gen AI infrastructure.<\/p>","protected":false},"author":2,"featured_media":2663,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[15,53,52,47,54,9],"tags":[66,72,33,30],"class_list":["post-2662","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-tech-general","category-tech-industry","category-software","category-tech-investments","category-technology","tag-ai","tag-industry","tag-investing","tag-technology"],"acf":{"featured_video_oembed":"","featured_post_summary":"","post_source":""},"_links":{"self":[{"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/posts\/2662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/comments?post=2662"}],"version-history":[{"count":1,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/posts\/2662\/revisions"}],"predecessor-version":[{"id":2664,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/posts\/2662\/revisions\/2664"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/media\/2663"}],"wp:attachment":[{"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/media?parent=2662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/categories?post=2662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wallstreetendeavor.com\/de\/wp-json\/wp\/v2\/tags?post=2662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}