Kevin Xu(@kevinxu):$NVTS JUST ACQUIRED CLAROS NVTS is now one of the only pure-play AI power companies spanning the entire stack: grid → rack → board → package → silicon Claros was the final piece: power delivery directly integrated into the xPU. - 2030 market opportunity DOUBLES to $8B+ - Already designing for an unnamed xPU customer - Samsung Foundry signed on for US production Power is the next battleground for AI. $NVTS now has the technology, product stack, and scale to win it. Market seems to agree: +2.3% overnight. Position: $55K $NVTX (2x $NVTS)

2026.08.25 05:02

$NVTS JUST ACQUIRED CLAROS NVTS is now one of the only pure-play AI power companies spanning the entire stack: grid → rack → board → package → silicon Claros was the final piece: power delivery directly integrated into the xPU. - 2030 market opportunity DOUBLES to $8B+ - Already designing for an unnamed xPU customer - Samsung Foundry signed on for US production Power is the next battleground for AI. $NVTS now has the technology, product stack, and scale to win it. Market seems to agree: +2.3% overnight. Position: $55K $NVTX (2x $NVTS)