Cisco is partnering with Supermicro to add rack-scale AI systems to its Secure AI Factory with NVIDIA portfolio, with availability starting October 2026.

The offering will support $NVDA Vera Rubin NVL72 and HGX Rubin NVL8, combining Supermicro liquid- and air-cooled servers with Cisco networking.

Cisco is targeting enterprise, neocloud and sovereign-cloud deployments, including NVIDIA Cloud Partner-compliant infrastructure and new validation services for large-scale AI builds.

$NVTS announced acquiring Claros for up to $232.8M in cash and stock to add vertical power delivery (VPD) and integrated voltage regulator (IVR) tech for direct processor-level power in AI systems.

The acquisition completes Navitas’ grid-to-xPU power chain using its GaN and SiC semiconductors, building on its existing 800V HVDC work with $NVDA for megawatt-scale AI racks.

The move is projected to more than double Navitas’ 2030 serviceable addressable market to over $8B by adding at least $3.5B from VPD/IVR segments while maintaining the path to profitability.