TORRANCE, CA, Sep 2, 2026 – Navitas Semiconductor has signed an agreement to acquire Claros, Inc. in a deal valued at up to approximately $232.8 million. Claros develops vertical power delivery (VPD) and integrated voltage regulator (IVR) technology. Navitas said the acquisition extends its AI infrastructure power portfolio from the grid to the processor.
The deal addresses what Navitas calls the “power wall.” The company’s 800V high-voltage direct current (HVDC) architecture carries power from the grid through server racks. At the final step, voltage regulator modules (VRMs) push power sideways across the board to reach the processor. xPUs draw thousands of amps and need near-instant response, and that lateral approach (Navitas refers to it as “Power wall”) limits bandwidth and compute performance.
Claros’ VPD and IVR technology stacks power conversion, drive, control and passives in a single compact package placed under or inside the chip package or printed circuit board. That puts power delivery millimeters from the processor instead of inches away. Navitas said the approach provides ultra-fast transient response, lower impedance, higher efficiency at sub-volt levels, and the power density required for next-generation AI compute.
The acquisition also adds Claros’ IP in digital control, passive integration, 2D/3D packaging, and power and analog mixed-signal design, plus standalone digital and controller products. Aaording to Navitas, the technology complements its GaN and high-voltage and ultra-high voltage SiC portfolio.
“The future of AI depends on delivering thousands of amps to increasingly power-hungry processors with unprecedented speed and precision,” said Chris Allexandre, president and CEO of Navitas. “The ‘power wall’ currently restricts next-gen xPUs in megawatt-scale server racks from achieving the next wave of AI performance. Combining Claros’ VPD and IVR technologies with Navitas’ GaN and high-voltage and ultra-high voltage SiC portfolio, we break the AI infrastructure power wall, advancing the entire power chain from grid-to-xPU. This acquisition follows our Navitas 2.0 transformation and significantly expands our addressable market, deepens our engagement with hyperscalers and AI power platform providers, as well as strengthens our leadership in AI infrastructure in terms of both capabilities and product solutions offering. As AI power demand accelerates, we are uniquely positioned to deliver greater value for our customers, while driving sustainable long-term growth.”
Dan Kultran, co-founder & CEO of Claros, commented, “Since we launched Claros in 2024, we’ve moved to rapidly redefine the AI data center power system. Navitas is an ideal partner to enable a complete grid-to-xPU power portfolio, deepen and expand our engagement with leading xPU and power customers, and accelerate our next phase of growth. Our companies share a fast-paced, highly innovative culture and a commitment to advancing breakthrough power technologies for years to come. I am very excited for the opportunity to join Chris and the Navitas leadership team.”
“Our integrated voltage regulator technology brings power conversion millimeters from the xPU, reducing board-level distribution losses, lowering heat generation, and improving the efficiency of processor-level power delivery. For AI accelerators and high-performance processors, this close-to-chip approach, with Claros’ IP in VPD array architecture, can enable higher compute density, lower operating costs, and more efficient deployment of next-generation AI infrastructure.”
The acquisition is expected to more than double Navitas’ 2030 serviceable addressable market (SAM) to over $8 billion, adding at least $3.5 billion from VPD and IVR markets. Navitas’ existing SAM totals $3.5 billion for GaN and HV/UHV SiC and approximately $1 billion from new junction field-effect transistor (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.
