Navitas Closes Acquisition of Claros, Advancing AI Infrastructure with Grid-to-xPU Power Delivery
Globe Newswire•06/10/2026•16:15 ET
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Key Highlights
- ➤Acquisition of Claros closes, adding IVR technology for next-generation AI data centers
- ➤2030 identified SAM expected to more than double, exceeding $8 billion
- ➤At least $3.5 billion of SAM added from VPD and IVR markets
- ➤Navitas combines GaN, SiC and IVR across the complete grid-to-xPU power chain
Expert Statements
Chris Allexandre, President and CEO of Navitas
“Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU.”
Chris Allexandre, President and CEO of Navitas
“With power now the bottleneck for AI, increases in power delivery and efficiency are the key enablers of more compute output.”
Chris Allexandre, President and CEO of Navitas
“The future of AI depends on delivering thousands of amps to increasingly power-hungry processors with unprecedented speed and precision, in addition to re-redefining the racks with higher power centralized systems and higher density architectures.”
Chris Allexandre, President and CEO of Navitas
“This ‘power wall’ has restricted next-generation xPUs in megawatt-scale server racks from achieving the next wave of AI performance.”
Chris Allexandre, President and CEO of Navitas
“Navitas 2.0 brings together GaN, high-voltage and ultra-high-voltage SiC, and now IVR technologies to break the power wall and address power conversion across the complete grid-to-xPU architecture.”
Chris Allexandre, President and CEO of Navitas
“Additionally, this combination doubles our serviceable addressable market (SAM), deepens our engagement with hyperscalers and AI power platform providers, and strengthens our capabilities and leadership in power delivery for AI infrastructure.”
Chris Allexandre, President and CEO of Navitas
“As AI power demand accelerates, we are uniquely positioned to deliver greater value for our customers, while driving sustainable long-term growth.”
Completes Navitas’ high-power portfolio with Claros’ IVR technology, enabling vertical and embedded architectures and providing last step in power delivery to the core
Navitas to host webinar ‘Breaking the AI Infrastructure Power Wall: From Grid-to-xPU’, unveiling Claros’ technology and differentiation on October 20, 2026
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