Navitas now combines these IVR technologies with its high and ultra-high voltage GaN and SiC devices, used in other stages of the data center power chain.
Claros' IVR technology integrates power transistors, digital control, inductors, and capacitors within a single technological platform.
The goal is to place voltage regulation physically closer to the processors, reducing the distance between the final conversion stage and the loads that require low voltages and high currents.
Claros has developed this technology for VPD (Vertical Power Delivery) and EPD (Embedded Power Delivery) architectures, two approaches designed to bring power distribution and conversion closer to the device that consumes it.
Claros' technology serves as the foundation for two families mentioned by Navitas: pIVR (Packaged Integrated Voltage Regulator) and eIVR (Embedded Integrated Voltage Regulator).
Both utilize the same IVR platform and are designed to bring power conversion closer to the xPU through varying levels of integration.
Navitas attributes improvements in efficiency, transient response, and power density to this approach.
Claros also contributes its PowerArray modular architecture, designed to expand power delivery capacity as processor requirements increase.
This modularity is geared towards systems that need to provide high currents near the processor.
Navitas notes that future AI platforms will require supplying thousands of amps to processors.
From 800 VDC distribution to the xPU,
Navitas positions the acquisition within a strategy it calls “grid-to-xPU,” which aims to cover different conversion stages from infrastructure power supply to regulation near the processor.
In the higher voltage stages, the company offers high and ultra-high voltage GaN and SiC technologies, which it links to the new 800 VDC distribution architectures for data centers.
The addition of Claros adds the IVR stage located at the low-voltage, high-current end near the processor.
Navitas has also updated its estimate of the Serviceable Addressable Market (SAM) associated with its technologies.
The company expects the acquisition to increase its identified SAM by 2030 to more than $8 billion.
According to its estimates, at least $3.5 billion would come from the VPD and IVR markets incorporated with Claro. Navitas adds another $3.5 billion corresponding to its high- and ultra-high-voltage GaN and SiC technologies and approximately $1 billion associated with new JFET technologies.
These figures are Navitas' estimates of its potential market by 2030, not projected revenues or contracted sales.
