• GlobalFoundries (NasdaqGS:GFS) and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips under a new manufacturing partnership.

• The GaNFast devices are aimed at AI data centers, industrial power systems, and national security uses, with production now based at U.S. fabs.

• The move adds a new domestic source of next generation power semiconductors for high performance computing and defense related applications.

This kind of progress at GlobalFoundries is one part of a wider push to build out the chips, equipment, and infrastructure behind AI, which is why many investors are also looking at a broader group of stocks tied to that buildout through 55 AI infrastructure stocks .

GLOBALFOUNDRIES operates as a contract semiconductor manufacturer, supplying mainstream wafer fabrication services to chip designers across the US, Europe, the Middle East, Africa, and other regions. This partnership connects its global foundry footprint directly to higher power applications related to AI and defense demand.

4 things going right for GLOBALFOUNDRIES that this headline doesn't cover.

How the Navitas GaN partnership feeds into the GLOBALFOUNDRIES AI and power narrative

The investment story for GlobalFoundries hinges on using differentiated platforms and a diversified manufacturing base to stay relevant as AI, automotive, and communications workloads reshape chip demand. This U.S. GaNFast rollout ties that Narrative directly to high power AI infrastructure and national security projects.

"The company's focus on differentiated technologies (such as FD-SOI, RF, and power management platforms) and recent MIPS acquisition strengthens its value proposition in edge AI, automotive, and data center markets, deepening customer partnerships and enabling premium pricing, which is likely to drive sustained improvements in revenue visibility and margin stability..."

Read the full GLOBALFOUNDRIES narrative to see the case behind these numbers.

This news most clearly supports the catalyst that GlobalFoundries can use a government-supported, regional manufacturing footprint to win AI and defense-related design slots. Producing Navitas' Gen 5 GaNFast devices at the Vermont facility aligns with the push for resilient U.S. supply chains and deeper long-term agreements in power and data center markets.

At the same time, it puts a spotlight on a key risk in the Narrative. GlobalFoundries still has limited exposure to leading-edge nodes compared with TSMC and Samsung, so leaning into GaN power for AI infrastructure partly compensates but does not remove that constraint. Execution risk rises if AI customers later shift more of these power and compute workloads to other process technologies.