Navitas Semiconductor Corp (NASDAQ:NVTS) shares are trading higher on Wednesday after the company announced a new collaboration tied to next-gen AI data-center power delivery.

What’s Driving Navitas Semiconductor’s Collaboration With Nvidia?

Navitas said it is collaborating with NVIDIA within the NVIDIA MGX ecosystem to accelerate 800 VDC AI infrastructure, positioning its GaNFast technology around the fast-rising power demands of AI GPUs.

The company highlighted an 800 V-to-6 V power distribution board design that uses 16 GaNFast FETs (650 V, 11 mOhms) and targets 97.5% peak efficiency at 1 MHz switching frequency with a stated power density of 2100 W/in³.

Navitas' 800 VDC pitch is landing as investors broaden "picks-and-shovels" AI infrastructure exposure beyond just Nvidia and hyperscalers.

Critical Technical Levels For NVTS Stock To Watch

From a trend perspective, NVTS is extended but still firmly in an uptrend: it's trading 34.1% above its 20-day SMA ($22.86) and 187% above its 200-day SMA ($10.68), which tells you buyers have controlled the intermediate and long-term tape. The 20-day SMA is above the 50-day SMA, and the 50-day SMA is above the 200-day SMA (a golden cross that occurred in June 2025), keeping the bigger-picture structure bullish.

For momentum, MACD is the cleaner lens right now because it's flagging a potential cooldown even as price pushes higher: MACD is below its signal line and the histogram is negative, which suggests upside pressure is fading versus the prior upswing unless it can re-accelerate. In plain English, MACD compares faster and slower trend forces—when it's below the signal line, it often means the move is losing steam even if price hasn't broken down yet.

  • Key Resistance: $34.00 — a nearby round-number area just above the current price and close to the 52-week high zone ($33.82), where breakouts can stall on first test

Navitas Semiconductor Stock Price Action On Wednesday

NVTS Stock Price Activity: Navitas Semiconductor shares were up 22.12% at $31.58 at the time of publication on Wednesday, according to Benzinga Pro data.

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