WHY IS NVTS UP 55% ?

ShayBoloor
10-14

1.

$Navitas Semiconductor Corp(NVTS)$ Navitas announced it’s supplying next-gen GaN & SiC devices for $NVIDIA(NVDA)$ 800V DC architecture powering the next wave of AI factories.

For anyone in my subscriber community, this shouldn’t be a surprise since I’ve been saying the entire data center stack is moving toward higher voltage & higher efficiency systems.

Navitas is solving the power flow problem inside the data center as voltage levels jump from 54V to 800V to handle how much power Blackwell GPUs draw which means the entire electrical backbone has to be rebuilt for efficiency.

Navitas makes the chips that control how electricity moves through servers & racks. More efficiency means less heat, lower cost, and higher output which is exactly what hyperscalers need to keep scaling AI workloads.

2.

$Broadcom(AVGO)$ introduced Thor Ultra, a networking chip that doubles bandwidth to link massive AI data centers.

It goes head to head with $NVIDIA(NVDA)$ as Broadcom targets a $90B AI interconnect market by 2027.

Image displays a news headline titled Exclusive: Broadcom to launch new networking chip, as battle with Nvidia intensifies, credited to By Max A. Cherney, with the text repeated below in a clean, readable format on a white background.Image displays a news headline titled Exclusive: Broadcom to launch new networking chip, as battle with Nvidia intensifies, credited to By Max A. Cherney, with the text repeated below in a clean, readable format on a white background.

3.

$IREN Ltd(IREN)$ revenue up 130% CAGR over the last two years and that’s still entirely Bitcoin $BTC driven.

The AI revenue hasn’t even started yet but once the GPU cloud ramps & the NVDA 10.9k units come online then this becomes a power & compute story.

Bar chart titled IREN Total Revenues displays quarterly revenue in millions from September 2023 to June 2025 with green bars increasing from 34 in Sep 2023 to 181 in Jun 2025 noting total change of 427 percent and CAGR of 130 percent x-axis labels quarters y-axis scale from 0 to 200 powered by Fiscall watermark visible at bottomBar chart titled IREN Total Revenues displays quarterly revenue in millions from September 2023 to June 2025 with green bars increasing from 34 in Sep 2023 to 181 in Jun 2025 noting total change of 427 percent and CAGR of 130 percent x-axis labels quarters y-axis scale from 0 to 200 powered by Fiscall watermark visible at bottom

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