TORRANCE, CA, Oct 7, 2026 – Navitas Semiconductor has completed the acquisition of Claros, extending its AI infrastructure power portfolio with voltage regulators that move power conversion closer to processors.
Claros IVR integrates power transistors, digital control, inductors and capacitors into a single IVR technology stack. Its Packaged Integrated Voltage Regulator (pIVR) and Embedded Integrated Voltage Regulator (eIVR) products share that stack and support Vertical Power Delivery (VPD) and Embedded Power Delivery (EPD) architectures.
According to Navitas, the products provide higher efficiency, faster transient response and greater power density. Claros’ modular PowerArray architecture scales power delivery to meet processor requirements.
The acquisition combines these capabilities with Navitas’ GaN and high-voltage and ultra-high-voltage SiC technologies for 800V DC architectures, extending its portfolio across power conversion stages from the grid to the xPU.
“Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU,” said Chris Allexandre, president and CEO of Navitas. “With power now the bottleneck for AI, increases in power delivery and efficiency are the key enablers of more compute output. The future of AI depends on delivering thousands of amps to increasingly power-hungry processors with unprecedented speed and precision, in addition to re-redefining the racks with higher power centralized systems and higher density architectures. This ‘power wall’ has restricted next-generation xPUs in megawatt-scale server racks from achieving the next wave of AI performance. Navitas 2.0 brings together GaN, high-voltage and ultra-high-voltage SiC, and now IVR technologies to break the power wall and address power conversion across the complete grid-to-xPU architecture.
“Additionally, this combination doubles our serviceable addressable market (SAM), deepens our engagement with hyperscalers and AI power platform providers, and strengthens our capabilities and leadership in power delivery for AI infrastructure. As AI power demand accelerates, we are uniquely positioned to deliver greater value for our customers, while driving sustainable long-term growth.”
Navitas expects the acquisition to more than double its identified serviceable addressable market for 2030 to more than $8 billion. Its estimate includes at least $3.5 billion from VPD and IVR markets, an existing $3.5 billion market for GaN and high-voltage and ultra-high-voltage SiC, and approximately $1 billion from new JFET technology.
Source: Navitas
About Navitas
Navitas Semiconductor, founded in 2014 and headquartered in Torrance, CA, designs and manufactures power semiconductors based on gallium nitride (GaN) and silicon carbide (SiC) technologies. Operating under the GaNFast and GeneSiC brands, the company develops integrated GaN power ICs and SiC devices for use in applications such as AI data centers, electric vehicles, renewable energy, energy storage, industrial systems, and consumer electronics. The company employs approximately 280 people. GaNFast ICs combine power switching with control, sensing, and protection features, while GeneSiC devices target high-voltage and high-reliability applications. Navitas holds over 300 issued or pending patents and offers a 20-year warranty on its GaNFast products. It is also recognized as the first semiconductor company to achieve CarbonNeutral certification.
About Claros
Claros is a power management company founded in 2024. It develops hardware and software for data center power systems used in AI computing. Its integrated voltage regulator places power components beneath or inside processor packages, shortening the electrical path to the chip. Claros also develops Power Gateway, an 800-volt direct-current distribution platform. The system uses modular 50-kilowatt programmable units and software controls. The company targets data center operators, processor makers and power equipment providers. Claros lists offices in Torrance, CA, and McLean, VA.
