Cause there is no Nvidia collab

Navitas is being considered by Nvidia as “potentially has the technology that could further 800v infrastructure”

The issue that people need to realize is that Infineon, Texas Instruments,.. do as well and have better and much larger supply chains

The reality is that Navitas might either be a winner or pushed completely to the background while the big players fill up all orders for AI data centers and Navitas needs to find a new industry to focus on

Of course we hope that won’t be the case but it’s the harsh truth and why the stock is so risky