Navitas Sees Accelerated Demand in Q2 Due to 'Power Bottlenecks' in AI Infrastructure

Navitas Semiconductor reported second-quarter revenue of $10.53 million, beating analyst estimates of $9.97 million, according to Benzinga Pro . Revenue grew 22% sequentially with high-power markets increasing more than 50% year-over-year. Total revenue was down from $14.5 million in the second quarter of 2025. The company reported an adjusted loss of four cents per share for the quarter, in line with analyst estimates. Navitas ended the period with $557.4 million in cash and cash equivalents.

“With the rapid adoption of AI, we are seeing accelerated market demand to overcome critical power bottlenecks in AI infrastructure, both within AI data ...