Navitas Semiconductor has completed its acquisition of Claros, a deal the company frames as a direct response to the electrical delivery constraints now slowing AI chip deployments in hyperscale data centers.

The transaction closes as graphics processing units and custom AI accelerators push rack-level power densities past the limits of conventional 48-volt distribution architectures. Navitas executives describe the resulting constraint as a "power wall," a ceiling on how much current engineers can deliver to a processor package without exceeding thermal, efficiency, and conversion-loss budgets.

What did Navitas acquire?

Claros brings Navitas additional design capacity and IP in high-voltage power conversion. The combined entity now offers a stack of gallium nitride (GaN) and silicon carbide (SiC) discrete and integrated circuits aimed at AC/DC, DC/DC, and solid-state transformer stages inside AI server platforms.

• GaN devices handle the high-frequency conversion stages typically found in front-end and intermediate bus converters.
• SiC devices target the higher-voltage AC/DC rectification blocks feeding the rack.
• Integrated circuits combine a power FET with gate drive and protection in a single die.

Why does the 'power wall' matter now?

Each new generation of AI accelerators raises current draw at the core voltage rail. Voltage drops across the power delivery network scale with current, eroding the headroom available to the processor. At the same time, conversion losses between the grid and the chip produce heat that data center operators must remove.

Three technical factors drive the wall:

1. Current limits at the socket. Standard copper busbars and PCB traces saturate before the processor reaches its compute ceiling.
2. Conversion-stage losses. Each AC/DC and DC/DC stage burns 1-3 percent of throughput, multiplying across the chain.
3. Thermal density. Higher currents push more waste heat into confined rack volumes, capping how densely operators can pack silicon.

Where does Navitas fit?

GaN and SiC switching devices cut conduction and switching losses relative to legacy silicon MOSFETs and IGBTs in the 650 V to 1200 V range. Higher switching frequencies shrink magnetics, reducing board footprint and weight. Lower losses translate into either higher delivered current to the load or reduced cooling overhead.

Navitas now sells these parts into four target end applications, ranging from fast-charging adapters to solar inverters to industrial drives to data center power. The Claros deal expands the share of revenue and roadmap tied to data center customers, where power architecture transitions to 800 V distribution are under evaluation at multiple hyperscalers.

What changes for buyers?

For data center procurement teams, the immediate impact is supplier list rationalization. The acquisition reduces the number of qualified second-source options for high-frequency power conversion ICs in the AI server segment.

For power systems engineers, the deal preserves a single-vendor path from the rectifier stage through the point-of-load converter. That integration matters because AI rack reference designs increasingly specify end-to-end power stage coordination to manage inrush, fault response, and telemetry.

How big is the addressable market?

Third-party analysts tracking the AI infrastructure buildout have projected data center capital expenditure to exceed $200 billion annually across the largest cloud operators through 2027. Power conversion typically accounts for 2-4 percent of that figure, on track toward a multi-billion-dollar annual run rate for high-efficiency semiconductors by the end of the decade.

What remains unanswered

Several details were not in the analysis available at publication:

• Transaction value and consideration mix.
• Closing date and regulatory clearance status.
• Claros headcount, locations, and pre-deal product roadmap.
• Forward guidance on combined revenue or operating margin.

TheStreet first reported the closing. Navitas has not yet issued a separate statement specifying integration timelines for sales channels or fab partners.