Navitas Semiconductor signed a definitive agreement Tuesday to acquire Claros for up to $232.8 million, buying its way into the digital power conversion supply chain beneath AI accelerator clusters. Shares lifted in premarket trading. The deal targets a market Navitas sizes at $8 billion — the unglamorous layer between utility-scale power feeds and the GPU farms that run inference at scale.
Claros brings digital power controller IP and a design roster inside hyperscale data centers. Navitas manufactures gallium nitride power semiconductors, which switch faster and run cooler than legacy silicon. The combination addresses the mismatch between AI training's exponential power appetite and thermal headroom inside existing rack infrastructure. Claros controllers will pair with Navitas GaN chips to deliver what the company frames as higher-efficiency power stages for next-generation server racks.
The $8 billion market estimate reflects the replacement cycle underway as operators retrofit facilities built for 200-watt CPUs to handle 700-watt accelerators. Power conversion efficiency inside the rack determines how much compute an operator can deploy before hitting thermal or utility connection limits. Every percentage point of loss is heat that must be removed or capacity left on the table. Hyperscalers have started designing custom power supplies rather than waiting for ODMs to catch up, creating a narrow window where component suppliers with integration stories can win multi-year sockets. Navitas now owns both the switch and the controller.
The deal structure suggests Claros had revenue but no margin. Up to $232.8 million signals earnouts tied to hitting integration milestones or customer qualifications. Navitas will fold Claros IP into its existing GaN product roadmap, which already ships into consumer fast-charger and automotive on-board charger applications. AI power is a step-function larger design win in both unit volumes and ASP, but requires passing hyperscaler qualification cycles that run eighteen months. Navitas is buying time and a customer list, not immediate revenue.
Operators should watch for product tape-outs by mid-2026 and whether Navitas announces joint development agreements with Tier 1 server OEMs or cloud providers in the next two quarters. Margin trajectory in Navitas's next four earnings calls will reveal whether Claros customers were buying at volume-discount rates that compress blended gross margin. The real test arrives when hyperscalers refresh power infrastructure for the next accelerator generation — currently scheduled for late 2026 across AWS, Azure, and Google Cloud.
Navitas now competes in the same $8 billion fight as Infineon, ON Semiconductor, and a dozen private analog design houses that have been pitching integrated power solutions into AI racks for three years. The difference is GaN's switching speed, which Navitas will now pair with Claros's digital control loops. Whether that IP combination wins qualification slots before the current infrastructure buildout cycle matures is the $232.8 million question.
The takeaway
Navitas bought Claros for $232.8M to pair GaN chips with digital controllers targeting $8B AI power infrastructure refresh.
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