Nvidia’s 800V Power Shift Could Make These 2 Stocks Soar

Nvidia’s rise as the backbone of the AI economy has triggered a silent revolution in data center design. Amid record-breaking GPU demand and power-hungry AI workloads, Nvidia is planning a major upgrade to its infrastructure—moving from 54V to 800V high-voltage direct current (HVDC) data centers, expected to go live by 2027.

While much of the spotlight remains on Nvidia’s chips and platforms like Blackwell and Rubin Ultra, the real transformation lies in the power supply chain—a $50+ billion market often overlooked by retail investors.

Why the 800V Shift Matters: More Than Just Efficiency

This isn't a marginal efficiency tweak. It's a fundamental architectural shift. Here’s how the new setup compares:

Navitas From Niche Chipmaker to Power Supply Wild Card

Navitas Semiconductor (NASDAQ: NVTS) isn’t a household name, but that might change.

In 2024, Navitas posted just $83.3 million in revenue—tiny compared to Nvidia’s size. But its role in this 800V architecture has triggered a stock rally of over 100% in 2025 YTD, fueled by investor enthusiasm over its gallium nitride (GaN) and silicon carbide (SiC) technology.

What Navitas Does:

• Supplies high-efficiency chips for AC-to-DC and DC-to-DC conversion

• Positioned to deliver both edge-of-facility and rack-level power solutions

• Designs chips capable of handling ultra-high voltages with lower thermal loss

The Bull Case:

• Pure-play exposure to GaN/SiC with no legacy business drag

• Tailwind from green data center initiatives and AI adoption

• Potential to leapfrog larger competitors (like Infineon and STMicro) due to faster specialization

Investor insight: If even a fraction of Nvidia’s future data centers rely on Navitas chips, the growth curve could be exponential. The company doesn't need to win the entire market—just a slice of Nvidia’s massive infrastructure buildout.

Vertiv: Quietly Dominating the Utility Side of AI

Vertiv (NYSE: VRT) is the less flashy, more profitable counterpart. While Navitas brings component innovation, Vertiv handles the heavy infrastructure—rectifiers, backup systems, thermal management, and full power distribution frameworks.

Strategic Positioning:

• Vertiv plans to launch 800V-ready systems by Q3 2026, in time for Nvidia’s Rubin Ultra launch

• Competes with industrial giants like Schneider Electric and Eaton

• Previously spun out from Emerson Electric, giving it deep legacy in power systems

What Makes Vertiv Different:

• Focused purely on mission-critical digital infrastructure

• Existing partnerships with hyperscale cloud providers

• Deep integration with Nvidia’s reference designs for Kyber, Rubin, and future AI clusters

Investor angle: Vertiv is not a “moonshot” play like Navitas—it’s a mid-cap compounder. Analysts already forecast 15–18% annual growth through 2027. If adoption scales as planned, those forecasts could prove conservative.

What Most Analysts Are Missing

Here’s what separates real opportunities from buzz:

• CapEx Cycles Matter: Nvidia’s data center strategy won’t happen overnight. These upgrades require multi-billion-dollar capital investments from cloud providers like Amazon, Microsoft, and Google Cloud. That puts Vertiv in a prime spot.

• Policy Tailwinds: U.S. and EU clean energy mandates favor HVDC-based data centers. Nvidia’s 800V architecture aligns with net-zero strategies—another selling point for Vertiv and Navitas.

• Scarcity Premium: Unlike commodity chipmakers, both Navitas and Vertiv operate in highly specialized verticals. That scarcity can lead to outsize margins if demand spikes.

2 Underrated Stocks With Nvidia-Backed Momentum

Nvidia is setting the gold standard for the next wave of AI infrastructure. But beneath the GPU layer, a new supply chain is forming—and Navitas and Vertiv are two of the most direct beneficiaries.

• Navitas offers a high-upside, high-risk bet on a small but essential piece of the 800V puzzle.

• Vertiv delivers infrastructure stability with exposure to massive AI CapEx growth.

For tech investors looking to ride the second-order effects of Nvidia’s expansion, these two companies may offer asymmetrical returns—before the broader market catches on.

Also Read: Navitas Stock Surges 130% on Nvidia AI Partnership