Navitas Semiconductor closes acquisition of Claros to expand into AI power infrastructure

Navitas Semiconductor (Nasdaq: NVTS) announced the closing of its acquisition of Claros, Inc., a power management company specializing in integrated voltage regulator (IVR) technology. This strategic acquisition enhances Navitas' portfolio for AI data centers, creating a complete "grid-to-xPU" power delivery solution to address the increasing power demands of next-generation processors.

Key Details

• Transaction: Navitas completed its acquisition of Claros, Inc. on October 6, 2026.
• Strategic Rationale: The deal adds Claros' IVR technology to Navitas' existing GaN and SiC portfolio, targeting efficiency and power density bottlenecks in AI data center infrastructure.
• Market Expansion: The acquisition is expected to more than double Navitas' identified 2030 Serviceable Addressable Market (SAM) to over $8 billion, adding at least $3.5 billion from the vertical and integrated voltage regulator markets.