Navitas Completes Claros Acquisition to Add Power Delivery at the AI Processor

Navitas Semiconductor completed its acquisition of Claros on October 6, 2026, adding technology for the final step of delivering power to AI processors. The ownership change is complete; the larger payoff is still a forecast. Navitas says the combination will improve power delivery and more than double its identified market opportunity for 2030.

Moving power conversion closer to the chip

Claros develops integrated voltage regulators, or IVRs, for AI data centers. These bring power transistors, digital controls, inductors and capacitors into one technology stack. The goal is to put power conversion beneath or within millimeters of the processor, rather than leave that final conversion farther away.

Its packaged and embedded regulator products share that stack and support vertical and embedded power-delivery architectures. It also claims higher efficiency, greater power density and faster responses to sudden changes in processor demand, without quantifying those gains in the closing announcement.

Claros also brings a modular architecture called PowerArray, designed to scale power delivery as processors demand more electricity. Navitas is pairing that processor-side technology with its gallium nitride and silicon carbide power semiconductors, which it says support new 800-volt direct-current infrastructure. Together, the technologies address conversion across the chain from the electrical grid to the computing chip.

Over $8 billionIdentified serviceable market

Navitas expects the acquisition to more than double its identified 2030 serviceable addressable market. This is a market-opportunity forecast, not booked revenue.

A bigger market, not a sales commitment

Its market forecast combines three parts:

• At least $3.5 billion from vertical power delivery and integrated voltage regulators.
• An existing $3.5 billion opportunity for gallium nitride and high- and ultra-high-voltage silicon carbide.
• Approximately $1 billion from new junction field-effect transistor technology.

CEO Chris Allexandre frames power delivery as a constraint on AI computing output. He says future processors will require thousands of amps delivered with greater speed and precision, alongside higher-density rack designs. That is the strategic case for buying Claros: connect Navitas’s higher-voltage portfolio to the final power-delivery step at the processor.

The company’s transaction disclosures also identify the work still ahead. Integration costs, retaining key employees and maintaining customer and supplier relationships could affect the outcome. Navitas warns that the anticipated benefits, synergies and cost savings may arrive later than expected—or not at all.