1. Navitas secured a major AI data center partnership with Nvidia to supply next-gen GaN and SiC power semiconductors for 800V HVDC systems; 2. The collaboration positions Navitas as a leader in enabling more efficient, cooler, and cost-effective AI infrastructure by reducing copper reliance; 3. Despite a 150% pre-market surge, the author argues this marks the beginning of long-term growth as high-voltage solutions gain industry traction.