Latest news with #Navitas
Tourism Breaking News
3 days ago
- Business
- Tourism Breaking News
Seamless, Smart, and Sustainable: Honeywell's Vision for the Future of Airport Operations
Post Views: 441 As global airports continue to evolve to meet growing passenger demand and sustainability targets, Honeywell is at the forefront of shaping that transformation. TravTalkME speaks with Nabil Cheqroun, Chief Commercial Officer, Honeywell Building Automation, on the sidelines of the Airport Show about the technologies which help achieve the seamless and smart services for the passengers. At the Airport Show this year, Honeywell showcased its suite of cutting-edge technologies designed to enhance airport efficiency, passenger experience, and environmental responsibility. 'Our focus is based on three strategic pillars: delivering a seamless passenger journey, ensuring resilient operations, and accelerating the path to net zero,' said Nabil Cheqroun, Chief Commercial Officer, Honeywell Building Automation. 'We're showcasing several innovations that are already making a significant impact in airports around the world.' A Seamless Journey: Follow the Green One of Honeywell's standout solutions is Navitas, the 'Follow the Green' technology. This system enables aircraft to taxi from runway to gate in the most efficient and safe manner possible. 'Navitas helps reduce downtime and fuel consumption, improving turnaround time while significantly cutting carbon emissions,' explained Cheqroun. Complementing this is Honeywell's latest Visual Docking Guidance System (VDGS), which ensures precise docking of aircraft. 'Accuracy is critical in airport operations, and VDGS provides pilots with exact guidance to reach the correct gate position,' he added. Unified Airport Intelligence Honeywell also emphasizes integration with its Command and Control Suite, a platform that connects building management systems, fire safety, and security infrastructure. This unified view streamlines airport operations both landside and airside, enabling quicker response times and optimized resource management. 'Our Enterprise Building Integration (EBI) solution is built to manage complex airport environments. Whether it's lighting, HVAC, or emergency response, EBI brings everything under one intelligent dashboard,' said Cheqroun. Predictive Maintenance & Energy Efficiency In the realm of sustainability, Honeywell brings a tangible edge. Around 40% of its equipment is made using sustainable sources, and its building automation focuses heavily on energy efficiency and predictive maintenance. 'Our FORGE platform is agnostic, meaning it can integrate with any manufacturer's hardware,' noted Cheqroun. 'It uses data analytics to monitor asset performance and predict failures before they occur, helping operators maximize lifecycle value without impacting airport operations.' These capabilities not only support environmental goals but also reduce operational costs by optimizing energy use and improving system reliability. Supporting Regional Growth Honeywell's legacy in the region spans over seven decades, and that deep understanding of local market needs gives it a significant advantage. 'We've co-developed technologies with airport authorities in the region. That collaboration has allowed us to tailor our solutions to the specific climate, infrastructure, and regulatory requirements,' said Cheqroun. 'For airport operators looking to modernize, our long-standing presence and experience make Honeywell a trusted partner.' Looking Ahead While the focus at the Airport Show was primarily on airport operations, Honeywell's technologies also contribute to the cargo sector, offering similar operational and sustainability benefits. As airports expand to meet the demands of rising air cargo volumes, such solutions will play an even greater role. In closing, Cheqroun reinforced the company's commitment: 'Honeywell is not just showcasing technology. We are enabling airports to operate smarter, greener, and more efficiently—from gate to runway to terminal.' For stakeholders in airport infrastructure and operations across the Middle East and beyond, Honeywell's integrated solutions represent a comprehensive, future-ready approach to aviation.
Yahoo
15-06-2025
- Business
- Yahoo
These 2 Nvidia Partners Will Power the Next Generation of Data Centers
Nvidia is collaborating with key partners in preparation for the next generation of data centers. Semiconductor maker Navitas is soaring on the back of its relationship with Nvidia. Data center equipment maker Vertiv is also partnering with Nvidia, which should boost its growth. 10 stocks we like better than Nvidia › The explosion in artificial intelligence (AI) demand is creating significant demand for data centers and the equipment that powers them. The leading AI computing platform provider, Nvidia (NASDAQ: NVDA), is developing the next generation of data center architecture. However, it's not doing it alone. Two of its key partners, Navitas Semiconductor (NASDAQ: NVTS) and Vertiv (NYSE: VRT), are set to play a significant role. Here's the lowdown. Nvidia recently discussed the next-generation 800-volt (V) high-voltage direct current (HVDC) in a blog post and cited several key partners it is collaborating with to accelerate adoption. The change, from 54V DC data centers to 800V DC, is a game changer and is likely to result in the replacement of traditional 54V DC data centers used for AI and high-performance computing. Nvidia expects these new data centers to launch in 2027, so its partners must have solutions ready in time. In a traditional 54V DC data center, 13.8kV alternating current (AC) power (a voltage typically used to distribute power to neighborhoods or industrial facilities) enters the data center. It is then stepped down to a lower AC voltage. After that, the lower-voltage power is routed to IT racks, which contain power distribution units that convert it to 54V DC. From there, it's fed into another converter at the graphics processing units (GPUs) level, which converts it into an even lower DC voltage used to power the GPUs. The new 800V HVDC data centers help simplify the process by converting the 13.8kV AC power into 800V DC at the data center perimeter and then straight to the IT rack, where it's transformed into the lower voltages necessary to run GPUs. Nvidia believes that the new data centers will: Improve efficiency by 5% Significantly reduce copper demand Reduce maintenance costs by 70% Lower cooling requirements Cut the total cost of ownership by 30% Navitas had just $83.3 million in sales in 2024. The announcement of its collaboration with Nvidia on 800V HVDC data center architecture sent the stock into orbit -- up over 100% so far this year. The gallium nitride (GaN) and silicon carbide (SiC) semiconductor company offers power conversion solutions that cover the entire power process in an 800V HVDC data center, from the initial conversion at the perimeter to the conversion from 800V DC to lower voltage at the IT rack. It's not alone in offering semiconductor solutions to Nvidia, and it's up against some powerful competition, such as Infineon and STMicroelectronics (also Nvidia partners). However, it's a pure-play GaN and SiC company, and any significant revenue from 800V HVDC data center growth will move the needle for it. It's challenging to assign a valuation to Navitas, as its future growth prospects are far from clear. Still, the Nvidia backing is significant, and so is the upside potential of Navitas becoming a key provider to Nvidia. The transition to 800V HVDC data centers necessitates the development of new industrial-grade rectifiers to convert the 13.8kV AC grid power into 800V DC, as well as IT rack-level DC converters and backup systems, all of which are essential for providing a reliable power supply. That's where Vertiv comes in. The company plans to have its 800V HVDC solutions available in the second half of 2026, and in time for Nvidia's rollout of its Kyber and Rubin Ultra platforms for the new data centers. Just as with Navitas, Vertiv is competing with some heavyweight industrial companies, specifically Eaton and Schneider Electric. However, like Navitas, it is a pure-play company in the industry. The company was originally part of Emerson Electric but was sold to private equity in 2016, and then came to the market in 2020. While there are some understandable concerns about AI/data center stocks overheating, the drive toward the new generation of data centers promises to create an expansion in Vertiv's total addressable market. Wall Street analyst expectations are for mid-teens revenue growth through 2027, and with the next wave of 800V HVDC orders likely to happen in 2026 and then 2027, Vertiv looks set for substantial growth in the coming years. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Emerson Electric and Nvidia. The Motley Fool has a disclosure policy. These 2 Nvidia Partners Will Power the Next Generation of Data Centers was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-06-2025
- Automotive
- Yahoo
Why Nvidia-Backed Navitas Semiconductor Soared Today
Navitas announced it has been chosen by Nvidia to help power its next-generation data center systems. The company's advanced gallium nitride (GaN) and silicon carbide (SiC) technologies help with efficient power supply and solve key scaling issues. 10 stocks we like better than Navitas Semiconductor › Shares of Navitas Semiconductor (NASDAQ: NVTS) surged higher on Tuesday, finishing the day up 11%. The gain came as the S&P 500 (SNPINDEX: ^GSPC) and the Nasdaq Composite (NASDAQINDEX: ^IXIC) were both up 0.6%. Positive news from ongoing trade talks between the U.S. and China is helping boost the company's stock as it continues its massive run-up following the revelation of its partnership with Nvidia. U.S. and Chinese officials are in London attempting to reach a more permanent resolution to the trade war that was put on pause last month. Commerce Secretary Howard Lutnick said on Tuesday that the discussions were "going well" and that the representatives were "spending lots of time together" attempting to reach a deal. A permanent reduction of the massive tariffs both countries imposed on each other in recent months would be great news for the entire economy, but semiconductor companies could benefit specifically, depending on the details. Navitas announced last month that Nvidia had selected the company to help power its next-generation artificial intelligence (AI) data center systems, including the much-anticipated Rubin chips that will eventually succeed the current industry-leading Blackwell chips. Navitas, which specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-fueled chips. I think Navitas stock is worth owning; the seal of approval from Nvidia is huge. The company's balance sheet is solid, with minimal debt. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Johnny Rice has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Why Nvidia-Backed Navitas Semiconductor Soared Today was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
11-06-2025
- Automotive
- Forbes
50% Downside For Navitas Stock?
INDIA - 2025/05/25: In this photo illustration, a Navitas logo is seen displayed on a smartphone ... More with a Nvidia logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) Navitas Semiconductor Corp. (NASDAQ: NVTS) has seen an impressive rise, with its stock price increasing nearly 300% from below $2 on May 22nd to over $8 currently. This substantial growth followed Navitas's announcement last month that Nvidia had selected the company to supply power for its next-generation artificial intelligence (AI) data center systems. Navitas specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies. The company's role will be vital in addressing essential power supply scaling challenges for Nvidia's powerful AI chips, including the highly anticipated Rubin chips, which are expected to replace the current industry-leading Blackwell chips. That said, if you are looking for upside with less volatility than individual stocks, the Trefis High-Quality portfolio offers an alternative – having outperformed the S&P 500 and produced returns exceeding 91% since its inception. Separately, see – QBTS Stock: What's Next For D-Wave After 1,350% Rally? Despite the promising outlook for GaN technology, Navitas Semiconductor encounters significant risks. While the chances of a U.S. recession have decreased with easing trade tensions, ongoing expectations of economic growth slowing do not favor the semiconductor industry, directly affecting Navitas. The company's success is closely linked to the cyclical semiconductor market, which goes through significant boom-bust cycles. Navitas caters to fluctuating sectors such as fast-charging adapters, AI data centers, solar micro-inverters, and electric vehicles. A downturn in these end markets could directly impact Navitas's revenue and growth. The competitive environment intensifies these risks. Navitas faces competition from well-established and capital-rich rivals including Monolithic Power Systems, Wolfspeed, Infineon Technologies, STMicroelectronics, and ON Semiconductor. Several of these companies, like Infineon, Texas Instruments, and STMicroelectronics, are aggressively pursuing the GaN market, which could result in margin compression and loss of market share for Navitas as the technology matures. From a financial standpoint, Navitas shows troubling fundamentals. In 2024, the company reported revenue of $83.30 million but incurred losses of $84.60 million, indicating it is losing more than it earns. Recently, Navitas stock has faced considerable price volatility, underperforming the broader market during uncertain times. For example, NVTS fell 84% during the 2022 inflation shock market correction, a much steeper decline than the S&P 500's 25.4% peak-to-trough drop. More recently, the stock plummeted over 60% this year, from $4 in January to below $2 in April, amidst tariff and trade tensions. In contrast, the S&P 500 index only experienced a modest 19% decline during the same timeframe. The inherent volatility of the semiconductor sector enhances these risks. If growth falls short or the GaN market turns out to be less profitable, Navitas could face severe multiple compression. Its current lack of profitability makes it vulnerable during downturns, lacking the financial buffer of profitable competitors. With minimal profits and dependence on cyclical end markets, any slowdown in GaN adoption or broader semiconductor weakness could cause a significant downturn in its stock price. While the Nvidia agreement could certainly keep the stock price active, investors will eventually consider those prospects against Navitas's high valuation. Currently, NVTS stock has a price-to-sales (P/S) ratio of 20.5, starkly contrasting with the S&P 500's P/S of 3.0. It is also important to note that the average analyst price target is set at $4, suggesting a notable 50% potential downside for NVTS from its present levels. Fundamentals often take a backseat when investors become enthusiastic about the outlook. To mitigate stock-specific risk while gaining access to potential upside, consider exploring the High Quality portfolio, which, with a selection of 30 stocks, has consistently outperformed the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks have delivered better returns with less risk compared to the benchmark index; less of a bumpy ride, as demonstrated in HQ Portfolio performance metrics.
Globe and Mail
10-06-2025
- Business
- Globe and Mail
Why Nvidia-Backed Navitas Semiconductor Soared Today
Shares of Navitas Semiconductor (NASDAQ: NVTS) surged higher on Tuesday, finishing the day up 11%. The gain came as the S&P 500 (SNPINDEX: ^GSPC) and the Nasdaq Composite (NASDAQINDEX: ^IXIC) were both up 0.6%. Positive news from ongoing trade talks between the U.S. and China is helping boost the company's stock as it continues its massive run-up following the revelation of its partnership with Nvidia. U.S. and China trade talks continue U.S. and Chinese officials are in London attempting to reach a more permanent resolution to the trade war that was put on pause last month. Commerce Secretary Howard Lutnick said on Tuesday that the discussions were "going well" and that the representatives were "spending lots of time together" attempting to reach a deal. A permanent reduction of the massive tariffs both countries imposed on each other in recent months would be great news for the entire economy, but semiconductor companies could benefit specifically, depending on the details. A critical partner Navitas announced last month that Nvidia had selected the company to help power its next-generation artificial intelligence (AI) data center systems, including the much-anticipated Rubin chips that will eventually succeed the current industry-leading Blackwell chips. Navitas, which specializes in gallium nitride (GaN) and silicon carbide (SiC) technologies, will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-fueled chips. I think Navitas stock is worth owning; the seal of approval from Nvidia is huge. The company's balance sheet is solid, with minimal debt. Should you invest $1,000 in Navitas Semiconductor right now? Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor 's total average return is999% — a market-crushing outperformance compared to173%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
