Navitas Semiconductor completes Claros acquisition, adding IVR technology to target AI‑data‑center power market
Navitas Semiconductor announced the closing of its purchase of Claros, bringing processor‑level integrated voltage regulator (IVR) technology into its GaN and SiC portfolio. The company says the combined offering is aimed at AI infrastructure, a market it estimates will exceed $8 billion by 2030, with AI data‑center power comprising about 85% of that opportunity. Navitas highlighted a new 800‑volt DC architecture and products that move voltage regulation closer to the processor to cut losses and copper use.
Why it matters
The expanded product line could open new revenue streams for Navitas as AI data‑center power demand grows, potentially increasing its addressable market from $3.5 billion to over $8 billion by 2030, according to the company. The acquisition does not alter Navitas' existing break‑even plan, but the firm now expects to focus on converting the broader portfolio into customer adoption.
Key facts
- 1Navitas completed the acquisition of Claros, adding IVR technology to its power portfolio. tradingview.com
- 2The combined portfolio now includes GaN, SiC, JFET and Claros IVR technologies. tradingview.com
- 3Navitas projects its 2030 serviceable addressable market to be more than $8 billion, up from $3.5 billion for GaN and SiC alone. finance.yahoo.com
- 4AI infrastructure is expected to represent roughly $6.9 billion, or nearly 85%, of the $8 billion market. finance.yahoo.com
- 5Processor power demand is expected to rise from roughly 1.4 kilowatts in 2025 to 4.4 kilowatts in 2028 and later exceed 10 kilowatts. finance.yahoo.com
- 6Navitas says the acquisition does not materially change its plan to reach break‑even. finance.yahoo.com
Summary written by AlphAI AI Desk from 3 of 3 sources. Not investment advice. Figures are as stated by the linked sources.