Navitas Acquires Claros to Bolster AI Infrastructure Power Delivery…

Event summary

Navitas Semiconductor completed the acquisition of Claros, Inc. on October 6, 2026.
Claros' IVR technology enables vertical and embedded power delivery architectures for AI data centers.
The acquisition expands Navitas' serviceable addressable market (SAM) to over $8 billion by 2030.
Navitas will host a webinar on October 20, 2026, to unveil Claros' technology and differentiation.

The big picture

Navitas' acquisition of Claros is a strategic move to address the growing power demands of AI data centers and next-generation processors. By integrating Claros' IVR technology with its existing GaN and SiC technologies, Navitas aims to break the 'power wall' and enable higher efficiency, greater power density, and increased performance across the entire power chain. This acquisition positions Navitas as a leader in the AI infrastructure power delivery market, with a significantly expanded serviceable addressable market (SAM) of over $8 billion by 2030.

What we're watching

Integration Challenges: How Navitas will integrate Claros' IVR technology with its existing GaN and SiC technologies to address the AI infrastructure power wall.
Market Expansion: Whether the acquisition will successfully double Navitas' serviceable addressable market (SAM) to over $8 billion by 2030.
Technological Differentiation: The pace at which Navitas can leverage Claros' IVR technology to differentiate itself in the competitive AI infrastructure power delivery market.