$NVTS making moves in the AI power space with the Claros acquisition. They're targeting an $8B market opportunity here.
Navitas has been positioning itself at the intersection of power semiconductors and AI infrastructure—exactly where the money's flowing. The Claros deal looks like a strategic play to capture more of the AI buildout that's still in early innings.
Worth watching if you're tracking the picks-and-shovels angle on AI. Not the flashy LLM names everyone talks about, but the unglamorous power management that actually makes the data centers run.
Navitas has been positioning itself at the intersection of power semiconductors and AI infrastructure—exactly where the money's flowing. The Claros deal looks like a strategic play to capture more of the AI buildout that's still in early innings.
Worth watching if you're tracking the picks-and-shovels angle on AI. Not the flashy LLM names everyone talks about, but the unglamorous power management that actually makes the data centers run.