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Navitas Semiconductor (NVTS) Pivot to AI, Power Infra Drives Majority of Q4 Revenue

Navitas Semiconductor Corporation (NASDAQ:NVTS) is one of the hot EV stocks to buy now. On February 24, Navitas Semiconductor announced its Q4 2025 earnings report and highlighted a strategic pivot to ‘Navitas 2.0,’ focusing its gallium nitride/GaN and silicon carbide/SiC solutions on high-growth, high-power markets such as AI data centers and energy infrastructure. For the first time in the company’s history, these high-power sectors represented the majority of quarterly revenue, while mobile-related income declined to less than 25%.

Despite a decrease in total Q4 revenue to $7.3 million compared to the previous year, the company raised $95.6 million through a private placement, ending 2025 with $236.9 million in cash to fund its transition. Operationally, Navitas is accelerating its product roadmap by sampling 650V GaN for AI applications and ultra-high-voltage 3300V SiC modules for the energy grid. The company also formalized a long-term manufacturing partnership with GlobalFoundries to scale US-based GaN production by late 2026.

Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.

For 2026, Navitas Semiconductor Corporation (NASDAQ:NVTS) anticipates a return to sequential top-line growth, with Q1 revenue projected to rise to between $8.0 million and $8.5 million. The CEO highlighted AI as a primary catalyst for the broadening adoption of Navitas’ high-power solutions, particularly in 800V data center architectures.

Navitas Semiconductor Corporation (NASDAQ:NVTS) designs, develops, and markets power semiconductors in the US, Europe, China, the rest of Asia, and internationally.

While we acknowledge the risk and potential of NVTS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVTS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 11 Best EV Stocks to Buy According to Analysts.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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