---
title: "Navitas doubles down on AI DC power. Sees $2.6B TAM in AI DC power (3-stages: grid to 800V; 800V-48V"
description: "Navitas doubles down on AI DC power. Sees $2.6B TAM in AI DC power (3-stages: grid to 800V; 800V-48V; 48v-AI processor). Revenue ramp from '27. Near term turbulence due to mobile product rationalizati"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000178949.md"
published_at: "2025-08-05T10:47:37.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Navitas doubles down on AI DC power. Sees $2.6B TAM in AI DC power (3-stages: grid to 800V; 800V-48V

Navitas doubles down on AI DC power. Sees $2.6B TAM in AI DC power (3-stages: grid to 800V; 800V-48V; 48v-AI processor). Revenue ramp from '27. Near term turbulence due to mobile product rationalization and DC product development.

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.