Navitas Semiconductor (#NVTS) is expanding deeper into the AI power infrastructure market through its acquisition of Claros for up to $233 million. 🔹 Key Highlights 💰 Acquisition value of up to $233M. ⚡ Adds vertical power delivery and integrated voltage regulator technology. 🤝 Navitas already works with NVIDIA (#NVDA) on 800V HVDC solutions. 🏗️ Technology targets megawatt-scale AI racks. 📈 Navitas expects the acquisition to more than double its 2030 TAM to $8B. 🔌 Deal aims to help address the growing AI infrastructure power challenge. 💡 Why It Matters AI data centers require increasingly sophisticated power-delivery systems as compute density rises. The acquisition expands Navitas' technology portfolio and increases its exposure to the rapidly growing AI power infrastructure market. 🚀 Start Your 7-Day FREE ThinkSabio Trial https://www.thinksabio.com/ ThinkSabio — Stocks Simplified