Navitas Semiconductor ($NVTS) has acquired Claros, positioning the company as a pure-play AI power provider with a 2030 market opportunity exceeding $8 billion. The acquisition integrates power delivery directly into the xPU, supported by an agreement with Samsung Foundry for U.S. production. Following the news, $NVTS showed a bullish +2.3% overnight price move to $12.50, alongside a tracked portfolio position of $55,380.62 in $NVTX.