Aug. 2 at 8:40 PM
$NVTS "And we don’t sell anything directly to NVIDIA at this time."
Confirms there is currently no contract or direct revenue relationship between Navitas (NVTS) and NVIDIA.
"That could change as they move in this direction."
This implies hopeful anticipation, not certainty. It suggests NVIDIA is exploring a pathway that may eventually require Navitas' solutions, but nothing is locked in.
"But we talk to them because they’re teaching us what’s the power requirements for the roadmap, so we can get ready and work with their suppliers."
This is critical. It indicates:
NVIDIA is sharing early technical guidance, which typically means serious interest.
Navitas is preparing to integrate indirectly, likely by working with Tier-1 suppliers that sell power solutions directly to NVIDIA.
"So it’s always a three way relationship in all of our markets and data centers the same."
Shows that Navitas usually works through ecosystem partners, not directly with NVIDIA
