NVIDIA has announced a collaboration with Navitas Semiconductor to develop a next-generation 800 V HVDC architecture for data centers, leveraging Navitas' GaN and SiC technologies. This new architecture aims to enhance efficiency and reliability for AI workloads while simplifying infrastructure. The transition from traditional 54 V systems to 800 V HVDC enables significant reductions in copper use, aligns with the increasing power demands of modern AI data centers, and promises improvements in overall power delivery. This collaboration highlights a pivotal move towards high-efficiency power solutions, needed to support the growing computational demands of AI technologies.

NVIDIA last closed at $132.83 up 0.8%.

In other market news, Marvell Technology was a notable mover up 2.9% and finishing the session at $61.85. In the meantime, Analog Devices lagged, down 4.6% to finish the session at $211.93. This week, the company reported strong year-over-year growth in second-quarter earnings and provided optimistic guidance for the next quarter.

NVIDIA's Blackwell architecture and AI model scaling could drive substantial growth. Click to explore this transformative potential further in our detailed narrative.

You might want to revisit our Market Insights article on automation and robotics, highlighting AI's critical role in this rapidly advancing sector - get in now before trends evolve further.

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ASML Holding ended the day at €656.80 down 1.2%. Advanced Micro Devices finished trading at $110.71 down 1.2%. Two days ago, AMD launched new AI-focused products and announced a strategic collaboration with Red Hat to advance AI capabilities across hybrid clouds. QUALCOMM finished trading at $147.37 down 2.6%.

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Sources:

Simply Wall St "NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture" from Navitas Semiconductor Corporation on GlobeNewswire (published 21 May 2025)

Companies discussed in this article include NasdaqGS:MRVLNasdaqGS:NVDA ENXTAM:ASML NasdaqGS:AMDNasdaqGS:QCOM and NasdaqGS:ADI.

This article was originally published by Simply Wall St.

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