Shares of Navitas Semiconductor Corp (NVTS) are soaring in Monday's trading session, surging by an impressive 21.19%. The significant uptick comes on the heels of the company's announcement of a new line of power semiconductor products specifically designed for NVIDIA's 800 VDC AI facility power architecture.

The newly launched products include 100V GaN FETs, 650V GaN devices, and high-voltage SiC (silicon carbide) products. Navitas management stated that these offerings are aimed at substantially improving energy efficiency, power density, and operational performance, providing cutting-edge power solutions for AI data centers. The 100V GaN FET products, in particular, have demonstrated clear advantages in efficiency, power density, and thermal management.

This strategic move by Navitas aligns with NVIDIA's development of an 800 VDC architecture, a new power distribution system tailored for AI facilities capable of supporting large-scale, high-performance AI workloads. The market's enthusiastic response suggests that investors are optimistic about Navitas' potential to capitalize on the growing demand for advanced power solutions in the rapidly expanding AI infrastructure sector.