Expanding AI Power Solutions
Navitas Semiconductor to Acquire Claros, Advancing AI Data Center Power Infrastructure
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Navitas Semiconductor is acquiring Claros, a power management company, to complete its grid-to-chip power delivery system for AI data centers Globe Newswire. The deal adds vertical power delivery (VPD) and integrated voltage regulator technology to Navitas' existing GaN and SiC semiconductor portfolio, filling the final gap in its AI infrastructure strategy under Navitas 2.0 Market Screener.
What Navitas and Claros Actually Do
Navitas makes GaNFast gallium nitride and GeneSiC silicon carbide power semiconductors — the chips that manage electricity flow in high-power systems Globe Newswire. Claros develops the next step: voltage regulators that deliver power directly to AI processors and GPUs. Together, they create one continuous power path from the electrical grid all the way to the computing chip itself Market Screener.
Why AI Data Centers Need Better Power Delivery
Modern AI chips consume enormous amounts of power and generate intense heat. Inefficient power delivery wastes energy and creates bottlenecks Caledonian Record. By combining Navitas' semiconductor technology with Claros' voltage regulators, the combined company can deliver power more efficiently from grid to GPU. This matters because data center operators spend billions annually on electricity.
Completing Navitas' "Grid-to-xPU" Strategy
Navitas has been building its AI infrastructure business piece by piece under its Navitas 2.0 plan Globe Newswire. This acquisition closes a critical gap: the final stage of power delivery before electricity reaches the actual processor. The company now owns technology that handles power at every level — high voltage, ultra-high voltage, and the last conversion to chip-level power Market Screener.
What This Means for the AI Infrastructure Race
The AI boom is driving massive demand for more efficient, more powerful data centers Daily Guardian. Companies like Meta, Microsoft, and Google are competing to build infrastructure that can handle increasingly hungry AI models. Navitas' acquisition of Claros positions the semiconductor maker as a complete power-delivery solution provider. This could give Navitas an edge in winning major data center contracts as the industry scales up Yahoo Finance.
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