There are two ways to explode your profile overnight: Start dating a 73 year-old football coach like Bill Belichick… or get name-dropped by Nvidia in a technical blog post. Well, thankfully Navitas Semiconductor chose option #2… and it worked like a charm.

This little $2 chipmaker no one had heard of just jumped into bed with the hottest name in AI infrastructure, and boom: the stock absolutely detonated… up 164% in one trading session, from $1.91 to over $5. Because nothing says “we’ve made it” like Nvidia sliding into your blog mentions.

If you’ve never heard of it, Navitas is a tiny power semiconductor company out of Torrance, California. They’re not making the chips that run AI models… they’re making the chips that power the systems running AI models (I know… whatever).

Specifically, they make GaN (gallium nitride) and SiC (silicon carbide) power ICs. These are the next-gen alternatives to traditional silicon chips… think faster, more efficient, cooler, smaller. Basically, the semiconductor version of trading in your dad’s station wagon for a Tesla Plaid.

Now, they’re not profitable (classic microcap energy), pulling in $83 million in revenue last year and losing $84 million doing it. But the tech is legit: their chips are used in everything from EVs to solar (which has seen sunnier days) to… you guessed it… AI data centers.

See, Nvidia dropped a blog post about their next-gen data center architecture. It’s moving from the old 54V copper-based power systems to a sexy new 800V high-voltage direct current (HVDC) layout. Think: more power, less heat, higher efficiency… all the things AI data centers desperately need to stop melting down.

Buried in the blog post was a quiet mention that Navitas is supplying GaN and SiC power chips for the whole operation. Wall Street didn’t catch it immediately… because no one reads developer blogs unless there’s a meme involved… but when Navitas followed up with their own press release, the stock absolutely lost its mind.

So, is this real or just another AI pump? Well, Navitas is now riding shotgun on Nvidia’s data center upgrade. That’s massive. But Nvidia is also getting into bed with other power players like Infineon, Texas Instruments, and Eaton. 

Plus, we’ve seen this movie before. Remember Wolfspeed? They were all in on silicon carbide, soaring to the moon like Katy Perry… until Tesla said “nah” and the whole thing unraveled. They’re now filing for bankruptcy. One customer… even if it’s the AI GOAT… can’t carry your entire business forever. Execution still matters a lot.

Stocks.News has positions in Navitas, Nvidia, Texas Instruments, and Tesla.