Navitas GaN and SiC to enable next-gen AI power deliver
Summary
High-performance AI processors like NVIDIA’s ‘Grace Hopper’ H100 are already demanding 700W each today, with next-gen ‘Blackwell’ B100 and B200 chips anticipated to increase to 1,000W or more by next year. These two platforms have already generated significant market interest with over 20 data centre customer projects in development expected to drive millions in GaN or SiC revenues starting this year. The platform will utilise newer GaN and SiC technologies and further advances in architecture to set all-new industry standards in power density, efficiency, and time-to-market. Navitas is already engaged with major data-centre customers, with full platform launch anticipated in Q4 ’24, completing this 3x increase in power demands in only 12–18 months. “The rapid development and deployment of artificial intelligence (AI) into global data centres has created a dramatic and unexpected power challenge for our entire industry,” noted Gene Sheridan, Navitas’ CEO and Co-Founder.