Madison DePaola's questions to Navitas Semiconductor Corp (NVTS) leadership • Q1 2025
Question
Madison DePaola requested more color on the company's traction and progress within the AI data center vertical.
Answer
CEO Eugene Sheridan detailed the company's system design progress, moving from 2.7kW to a new 12kW platform. He stated that while lower-power Blackwell systems can use silicon, higher-power designs (8.5kW+) and future platforms like Rubin will require GaN and SiC. He also noted that Navitas now has over 75 customer projects in production or development in this segment.