Navitas Semiconductor has completed its previously announced acquisition of Claros, expanding its power semiconductor and power delivery portfolio with integrated voltage regulator technology designed for next-generation AI data centers.
Claros develops integrated voltage regulator, or IVR, technology that addresses the final stage of power delivery to processors, or xPUs, used in AI infrastructure.
The acquisition extends Navitas’ portfolio across what it describes as the complete grid-to-xPU power architecture, combining Claros’ IVR capabilities with Navitas’ existing gallium nitride, high-voltage silicon carbide and ultra-high-voltage silicon carbide technologies.
Claros’ technology integrates power transistors, digital control, inductors and capacitors into a single IVR technology stack. The architecture is designed to support next-generation Vertical Power Delivery and Embedded Power Delivery systems.
Its Packaged Integrated Voltage Regulator, or pIVR, and Embedded Integrated Voltage Regulator, or eIVR, products are based on the same Claros technology stack and move power conversion closer to the processor.
Navitas said this approach can enable higher efficiency, faster transient response and greater power density.
Claros also developed the modular PowerArray architecture, which is designed to scale power delivery as the power requirements of next-generation AI processors increase.
The technology complements Navitas’ GaN and high-voltage and ultra-high-voltage SiC products, including technologies supporting emerging 800V DC architectures for AI data centers.
Navitas is targeting power efficiency and density bottlenecks that it believes will become increasingly significant as AI data centers deploy more powerful processors and megawatt-scale server racks.
The acquisition also substantially expands the market opportunity Navitas is targeting.
Navitas expects the transaction to more than double its identified serviceable addressable market for 2030 to more than $8 billion.
The company estimates Claros will add at least $3.5 billion of opportunity from the Vertical Power Delivery and IVR markets. This is in addition to Navitas’ existing approximately $3.5 billion serviceable addressable market for GaN and high-voltage and ultra-high-voltage SiC, along with approximately $1 billion associated with new JFET technology.
Navitas also expects the acquisition to deepen its engagement with hyperscalers and AI power platform providers as it expands its role across the AI infrastructure power chain.
The company plans to provide additional details about the combined technology portfolio during a webinar titled “Breaking the AI Infrastructure Power Wall: From Grid-to-xPU” on October 20, 2026.
KEY QUOTES:
“Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU. With power now the bottleneck for AI, increases in power delivery and efficiency are the key enablers of more compute output. The future of AI depends on delivering thousands of amps to increasingly power-hungry processors with unprecedented speed and precision, in addition to re-redefining the racks with higher power centralized systems and higher density architectures. This ‘power wall’ has restricted next-generation xPUs in megawatt-scale server racks from achieving the next wave of AI performance. Navitas 2.0 brings together GaN, high-voltage and ultra-high-voltage SiC, and now IVR technologies to break the power wall and address power conversion across the complete grid-to-xPU architecture.
Additionally, this combination doubles our serviceable addressable market (SAM), deepens our engagement with hyperscalers and AI power platform providers, and strengthens our capabilities and leadership in power delivery for AI infrastructure. As AI power demand accelerates, we are uniquely positioned to deliver greater value for our customers, while driving sustainable long-term growth.”
Chris Allexandre, President and CEO of Navitas Semiconductor
