Wire · operational-macro
Navitas to Acquire Claros - I-Connect007
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Fusion42 · 28 August 2026 · Fusion42 review
Navitas Semiconductor announced a definitive agreement to acquire Claros, a power management solutions company specializing in vertical power delivery (VPD) and integrated voltage regulator (IVR) technologies for AI data centers, in a deal valued up to approximately $232.8 million. The acquisition aims to extend Navitas' AI infrastructure portfolio by integrating Claros' VPD and IVR technology, overcoming power delivery limitations in AI processors from grid to xPU, and expanding the addressable market significantly by 2030.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it between 25 Aug 2026 and 27 Aug 2026.
◆ ◆ The Wire takeaway
The power delivery gap in AI processors just opened a big door for you if you build hardware that boosts efficiency close to the chip. Navitas and Claros now set a new standard that rewires AI data centre power chains from grid to core.
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2 sources · first reported 25 Aug 2026 · latest 27 Aug 2026
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