We’ve spent months mapping which companies sit across those four layers... Not the trillion-dollar names everyone already owns, but the potential Intels, Ciscos, and Nvidias of the Physical AI age.
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On May 21, 2025, Nvidia Corp. (NVDA) named a partner for its new 800-volt data center architecture.
For Nvidia, this was housekeeping. A supplier announcement. As such, NVDA stock hardly budged.
For Navitas Semiconductor Corp. (NVTS), a small power-chip maker, it was the most important day in the company’s history. Shares spiked more than 180% in a single session.
Two completely different outcomes for the same press release.
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