Navitas Semiconductor is argued as a long-term AI data-center power-chip beneficiary.
NVTS — LONG Navitas Semiconductor makes GaN and SiC power chips that are more efficient and is already lined up with NVIDIA's next-gen AI power setup, so it stands to benefit as AI data centers upgrade power infrastructure. The author is buying and holding at current prices, expecting the major revenue impact to arrive around 2027 after a 2026 buildup year. The stated downside is that the big money from this opportunity likely does not show up until around 2027.
NVTS makes GaN and SiC power chips that are more efficient, and it’s already lined up with NVIDIA’s next-gen AI power setup, so there’s a real chance it benefits as data centres upgrade.
This Reddit post, published January 15, 2026, features u/mrgdizzle87 discussing NVTS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/mrgdizzle87 · Tickers: NVTS