Nvidia partnered with Micron to integrate HBM4 high-bandwidth memory into its AI platform.

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires, with shares up 14% over the past month and up more than 48% over the past year. The company supplies advanced graphics processing units used in AI and cloud data centers, with the data center market generating around 90% of Nvidia's total revenue. Nvidia dominates the data center GPU market and has partnered with various companies to accelerate AI-ready data center buildout.

On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp's upcoming Vera Rubin AI platform, according to Bloomberg. This approval places Micron among a select group of suppliers supporting Nvidia's next-generation AI systems, alongside Samsung Electronics and SK Hynix. HBM, or high-bandwidth memory, is essential for powering advanced AI accelerators and data center workloads. By certifying Micron's HBM4, Nvidia ensures its Vera Rubin platform will have access to cutting-edge memory solutions capable of handling the massive computing demands of next-generation AI models. The Vera Rubin platform is expected to succeed Nvidia's current AI systems, expanding capacity for cloud providers and enterprises investing heavily in AI. Certification of multiple suppliers, including Micron, reflects Nvidia's strategy to secure reliable, high-performance components for its expanding AI factory architecture, reinforcing diversified supply for its future platforms.

On the same day, Navitas Semiconductor (NASDAQ:NVTS) jumped 25% after announcing a partnership with the NVIDIA MGX Ecosystem to advance 800 VDC AI infrastructure, Bloomberg reported. At COMPUTEX 2026 (June 2–5, Taipei), following Nvidia's Partner Ceremony on May 29, Navitas showcased its 800 V-to-6 V DC-DC power delivery board powered by GaNFast technology, which eliminates the traditional 48 V bus and streamlines server tray design for Nvidia's AI Factory MGX platform. Featuring 16 GaNFast FETs rated at 650 V, the board achieves 97.5% efficiency at 1 MHz with a density of 2100 W/in³, and is thinner than a mobile phone, tackling the challenge of efficient power delivery for massive AI workloads. While Navitas provides gallium nitride and silicon carbide semiconductors, the collaboration underscores Nvidia's leadership in AI ecosystems, reinforcing its dominance as the backbone of next-generation AI factories and global data center innovation.