Navitas Acquires Claros to Strengthen AI Power Delivery Tech
Navitas has closed its acquisition of Claros, adding IVR technology to complete its high-power portfolio for AI infrastructure.
Navitas Semiconductor has finalized its acquisition of Claros, a move the company says completes its end-to-end power delivery lineup for AI infrastructure, spanning from the grid all the way to the processing unit core. The deal brings Claros' integrated voltage regulator (IVR) technology into Navitas' portfolio, a capability considered critical for next-generation AI hardware deployments.
IVR technology enables vertical and embedded power architectures, which are increasingly in demand as AI accelerators and xPU chips require tighter, more efficient power delivery at the silicon level. By absorbing Claros, Navitas positions itself to address the final step in that power delivery chain — a segment that has become a competitive battleground as data center power demands surge alongside AI workloads.
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The acquisition rounds out what Navitas describes as a grid-to-xPU strategy, meaning the company can now offer solutions that manage power conversion and regulation across every stage of an AI system's power infrastructure. That vertical integration could give Navitas a differentiated pitch to hyperscalers and AI hardware manufacturers looking for consolidated, high-efficiency power solutions.
The timing is notable given the broader industry push to manage rising energy consumption in AI data centers, where power efficiency at every stage of delivery is increasingly tied to both operational cost and sustainability targets. Navitas' expanded portfolio, anchored by its gallium nitride and silicon carbide power semiconductor expertise and now supplemented by Claros' IVR capabilities, places it squarely in that conversation.
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