Navitas Semiconductor Acquired Claros to Bolster AI Power

The company has finalized its purchase of Claros, Inc. to enhance its integrated voltage regulator technology.

Updated on Oct. 6, 2026 in Semiconductors

Isometric editorial illustration featuring a dense, modular array of power semiconductor components on a matte surface. — Navitas Semiconductor has finalized its acquisition of Claros, Inc., integrating the latter's modular power technology to expand its high-performance AI data center power delivery capabilities. AI Illustration. Upload story photo >

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Navitas Semiconductor has completed its acquisition of Claros, Inc., a firm specializing in integrated voltage regulator technology for AI data centers. This strategic move aims to expand the company's AI infrastructure portfolio for processors.

Why it matters

The acquisition allows Navitas to extend its power delivery reach from the grid to the xPU, addressing the growing power demands of modern AI hardware. By integrating Claros technology, the firm seeks to better support high-performance computing architectures.

The Claros technology stack incorporates power transistors, digital control, inductors, and capacitors into a single stack for vertical power delivery. This architecture, including the PowerArray design, supports power delivery rated at 800V DC.

The players

Navitas Semiconductor

A publicly traded company on the Nasdaq that focuses on next-generation power semiconductor technology and is headquartered in Torrance, California.

Claros, Inc.

A technology developer specializing in integrated voltage regulator solutions and power delivery architectures for data centers.

The details

Claros, Inc. provides modular PowerArray architecture that scales power delivery to meet the heavy demands of modern processors. Navitas plans to combine this technology with its existing portfolio to create a seamless power path from the power grid to the chip.

Navitas Semiconductor finalized the acquisition of Claros, Inc. on October 6, 2026.
A company webinar regarding AI power delivery is scheduled for October 20, 2026.
The target year for the firm's expanded serviceable addressable market is 2030.

The Tech Race

The acquisition of Claros by Navitas follows the industry-wide effort to optimize power delivery for the xPU power delivery architecture. This move positions Navitas to capture more of the critical hardware supply chain as data center power requirements continue to climb.

Data center operators and hardware manufacturers can expect new, more scalable power delivery options that could improve the efficiency of AI processing units. This technological integration aims to resolve power density bottlenecks that currently limit performance in high-compute environments.

The takeaway

As AI processing requirements grow, companies are increasingly focusing on the vertical integration of power components to ensure system stability. This acquisition highlights the critical need for efficient power regulation at the chip level to support the future of data center compute.

What happens next

Navitas Semiconductor will host a webinar on October 20, 2026, to discuss the details of the acquisition and the resulting advancements in AI infrastructure power delivery.