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Navitas Semiconductor. The $3B Kyber Bet

14 September 2026 · 44 min read · Updated 6 Oct 2026
Navitas Semiconductor: The $3B Kyber Bet. Market cap $2.9B on $40-50M revenue, one of 12 named partners in Nvidia's 800V ecosystem, 24-month target $16.29 from $11.63 today.
The $3B market cap embeds Kyber-generation share capture on a twelve-name Nvidia 800V supplier bench.
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    Executive with 20+ years in AI data centre power, industrial technology, automation and control, and energy infrastructure. Prior operating roles at Eaton, Honeywell, Cisco, and BCG among others.

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