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Navitas Semiconductor Acquired Claros to Scale AI Power

The deal expands the firm's AI infrastructure portfolio, targeting a $8 billion addressable market by 2030.

Updated on Oct. 6, 2026 in Semiconductors

A close-up macro view of intricate copper heat sinks and metallic power delivery hardware for AI processors.
Navitas Semiconductor has acquired Claros, Inc., integrating vertical power delivery architecture to improve energy efficiency for high-performance AI data center processors. AI Illustration. Upload story photo >

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Navitas Semiconductor has completed the acquisition of Claros, Inc., an integrated voltage regulator developer. The deal aims to bridge the gap between grid power and AI processor delivery, extending Navitas' reach into AI infrastructure.

Why it matters

This acquisition positions Navitas to capture emerging demand in high-density power delivery for AI data centers. By integrating vertical and embedded power architectures, the move seeks to address the increasing thermal and electrical constraints of advanced processors.

The Claros technology stack combines power transistors, digital control, and passive components like inductors and capacitors into a single vertical stack. This modular PowerArray architecture enables 800V DC power delivery for high-performance chips.

The players

Navitas Semiconductor

A Torrance-based, publicly traded company specializing in power semiconductor materials and AI infrastructure hardware.

Claros, Inc.

A developer of integrated voltage regulator technology and vertical power delivery systems.

The details

The Claros system relies on vertical and embedded power delivery, which shortens the electrical path between the power supply and the xPU (accelerated processing unit). By co-packaging power components into a 3D architecture, the design reduces parasitic inductance—the unintended energy storage in circuit components—which typically limits high-speed current delivery in traditional board-level power systems.

Timeline

  1. October 6, 2026: Navitas Semiconductor completed the acquisition of Claros, Inc.

  2. October 20, 2026: Navitas hosts a webinar regarding its AI infrastructure power delivery strategy.

  3. 2030: Target year for the expanded serviceable addressable market.

The Tech Race

This acquisition moves Navitas into the direct integration space, where competitors are racing to shrink power delivery modules to sustain AI cluster density. The move aligns the firm with the industry-wide push for 800V DC power architectures to improve data center efficiency.

This development targets data center infrastructure providers and server OEMs rather than consumer hardware. End-users will likely see the impact through improved AI processing density and efficiency in the cloud services they utilize as data centers integrate these vertical power architectures.

The takeaway

Navitas is betting on the vertical integration of power components to solve thermal and efficiency bottlenecks in AI processing. Watch for the company's October 20, 2026, update to see how it plans to deploy its 450 issued and pending patents across current data center architectures.

What happens next

Investors can attend the Navitas webinar on October 20, 2026, to review technical specifications and market projections related to the Claros integration.

Further reading

For more on the latest trends in high-efficiency power design, visit the Semiconductors section.

More information

View full details and upcoming event resources at the Investor relations section for webinar materials.

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