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At the 2025 OCP Global Summit, NVIDIA announced a collaboration with Power Integrations to accelerate the adoption of 800 VDC architectures for next-generation AI data centers, highlighting the role of Power Integrations’ PowiGaN gallium-nitride technology.
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This partnership positions Power Integrations as a key supplier of industry-first high-voltage GaN chips designed to enable greater efficiency and power density in rapidly growing AI and electric vehicle infrastructure markets.
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We’ll explore how Power Integrations’ new collaboration with NVIDIA to supply high-voltage GaN power devices could affect its investment outlook.
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To be a shareholder in Power Integrations, you need to believe that advanced power conversion technologies like high-voltage GaN can unlock meaningful long-term growth by enabling the shift toward higher-efficiency AI data centers and electric vehicles. The new partnership with NVIDIA could accelerate customer adoption in these promising markets and, in the short term, has boosted sentiment, but ongoing exposure to trade risks and tariffs still represents the most immediate challenge for the business.
Of the company’s recent announcements, the published white paper detailing PowiGaN technology for 800 VDC AI data centers stands out. This is directly relevant to the NVIDIA collaboration and highlights how Power Integrations is positioning itself in emerging, higher-margin growth markets, which could influence both near-term demand and the longer-term outlook for revenue diversification.
However, unlike the optimism prompted by this breakthrough, investors should also be aware that…
Read the full narrative on Power Integrations (it’s free!)
Power Integrations’ narrative projects $634.3 million revenue and $96.7 million earnings by 2028. This requires 12.8% yearly revenue growth and a $63.1 million earnings increase from $33.6 million today.
Uncover how Power Integrations’ forecasts yield a $60.80 fair value, a 29% upside to its current price.
Fair value estimates from the Simply Wall St Community range widely, from US$23.59 to US$60.80, based on three distinct analyses. Despite this diversity, the most important near-term issue remains the company’s sensitivity to global tariffs, which could affect future sales momentum and profitability in key markets.