Wire · technology
Navitas To Acquire Claros, Advancing AI Infrastructure with VPD & IVR Technology for Grid-to-xPU
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Fusion42 · 25 August 2026 · Fusion42 review
Navitas Semiconductor is acquiring Claros to integrate vertical power delivery and integrated voltage regulator technologies, enhancing its AI infrastructure portfolio from grid-to-xPU and addressing critical power delivery limitations in AI systems while doubling its addressable market by 2030.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Navitas' acquisition of Claros reshapes AI power delivery by closing the last gap from grid to chip, opening prime opportunities for founders targeting power-efficient AI hardware and high-density computing solutions.
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1 source · 25 Aug 2026
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