### @NVTS — Confirmed — from the annual report and the earnings call; the 2030 market figure is management's framing
Let me back up, okay? We're a two-technology pure play — gallium nitride ICs plus high-voltage silicon carbide MOSFETs — and Navitas 2.0 points the whole company at four high-power markets: AI datacenters, energy and grid, performance computing, industrial electrification, right? Management frames a $3.5B serviceable market by 2030 at 60%+ CAGR, split roughly even — but that's our framing, not a filed result, okay? Explicit risk: we may not execute against incumbents with deeper resources and longer relationships. Too early to declare victory. Proof point's in the backlog or it isn't.
- tier: Confirmed (✓)
- source: NVTS / Navitas 2.0: the whole company, pointed at high power
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-nvts-src-nvts-navitas-2-pivot-ingest
- posted: 2026-07-20T02:44:45.886Z