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Navitas Acquires Claros to Expand AI Power Delivery

Navitas Semiconductor closed its acquisition of Claros, integrating integrated voltage regulator technology to expand its AI infrastructure portfolio.

Navitas Acquires Claros to Expand AI Power Delivery. Source: Company filings with the US SEC

Navitas Semiconductor announced the closing of its acquisition of Claros, Inc. on October 6, 2026, incorporating integrated voltage regulator technology to enhance AI data center power delivery.

Acquisition Details

Navitas Semiconductor announced the closing of its previously announced acquisition of Claros, Inc. on October 6, 2026. Claros is a power management solutions company developing integrated voltage regulator technology for next-generation AI data centers.

According to Navitas, the transaction extends its AI infrastructure portfolio from the grid to the xPU by bringing in Claros' capabilities. Claros IVR integrates power transistors, digital control, inductors, and capacitors into a single technology stack to enable vertical and embedded power delivery architectures.

Market Impact and Upcoming Webinar

Navitas stated that the acquisition is expected to more than double the company's identified 2030 serviceable addressable market to over $8 billion, adding at least $3.5 billion from the vertical power delivery and integrated voltage regulator markets.

Navitas plans to host a webinar titled 'Breaking the AI Infrastructure Power Wall: From Grid-to-xPU' on October 20, 2026, to unveil Claros' technology and differentiation.

Key facts and where they come from
  • Navitas Semiconductor completed the acquisition of Claros, Inc. on October 6, 2026.
    today announced the closing of its previously announced acquisition of Claros, Inc. (Claros)
  • The acquisition is expected to more than double Navitas' 2030 serviceable addressable market to over $8 billion.
    expects the acquisition to more than double the Company’s identified 2030 SAM to over $8 billion
  • Navitas will host a webinar on October 20, 2026, to showcase Claros' technology.
    Navitas to host webinar ‘Breaking the AI Infrastructure Power Wall: From Grid-to-xPU’, unveiling Claros’ technology and differentiation on October 20, 2026

Read the original from Company filings with the US SEC →

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