Navitas: NVIDIA's AI Power Broker?

Navitas Semiconductor's NASDAQ: NVTS direct integration into NVIDIA's NASDAQ: NVDA MGX ecosystem fundamentally bypasses the legacy 48V conversion stage, solving the thermal bottlenecks throttling next-generation AI server racks. A 50% quarter-over-quarter surge in AI infrastructure revenue and a short squeeze scenario that is actively playing out are powering the stock, as this transition from consumer electronics to gigawatt-scale data center power management transforms a niche semiconductor manufacturer into a mandatory, high-leverage infrastructure play.