$NVTS.US Acquired Claros for $233 million and is now deeply advancing the AI power stack, by adding vertical power delivery and integrated voltage regulator technology closer to the processor.
Navitas has already partnered with $NVDA to develop 800V HVDC for megawatt-scale AI racks. Now, it says this deal will help it “break through the AI infrastructure power barrier,” while more than doubling its 2030 TAM size to $8 billion.
Navitas has already partnered with $NVDA to develop 800V HVDC for megawatt-scale AI racks. Now, it says this deal will help it “break through the AI infrastructure power barrier,” while more than doubling its 2030 TAM size to $8 billion.
