Vaelis
@Vaelis_X
Researching AI infrastructure bottlenecks across semis, power, memory, packaging, defense & hidden suppliers
128 Following 6.1K Followers
I keep coming back to the power side of AI because there are still companies down here that barely get discussed.
Navitas $NVTS is starting the first shipments of its US-made Gen 5 GaNFast chips this month, manufactured on GlobalFoundries’ 200mm GaN-on-silicon line in Vermont.
Internal samples come in October, strategic customer samples before year-end.
I’m not saying this suddenly makes NVTS a must-own.
But AI racks keep getting denser, power conversion keeps getting harder, and Navitas is slowly moving from “cool GaN story” toward actually having domestic production behind it.
One I’m watching pretty closely.
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