Flex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers.
Flex has become one of the largest single beneficiaries of AI data center build-out in this registry, and the second-domain (AI Core) row is well justified; its primary Humanoids · Manufacturing row stays. Data center revenue is tracking to approximately USD 6.5 billion for FY2026, up at least 35 percent year over year and 25 percent of total company revenue, against a raised full-year guide of USD 27.2 to 27.5 billion. Q3 FY2026 (reported 2026-02-04): revenue USD 7.1 billion up 8 percent, record adjusted EPS USD 0.87 up 13 percent, adjusted operating margin 6.5 percent in a fifth consecutive quarter above 6 percent a full year ahead of schedule, adjusted gross margin 9.8 percent, USD 275 million cash flow with about USD 200 million of buybacks. The strategic claim is grid-to-chip integration: Flex positions itself as the only provider offering both end-to-end cloud IT integration and a full power and cooling portfolio at scale, spanning critical power (LV and MV switchgear, remote PDUs, busway, power pods), embedded power, capacitive energy storage and battery backup, and custom rack assembly with direct-to-chip liquid cooling. It bought its cooling arm rather than building it, acquiring JetCool in November 2024; JetCool delivered a modular rack-level CDU in September 2025. It also launched a power shelf delivering up to 33 kW per shelf at 97.5 percent peak efficiency for the 800 VDC transition, and a modular AI infrastructure platform it says accelerates deployments by up t
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Flex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers. Flex has become one of the largest single beneficiaries of AI data center build-out in this registry, and the second-domain (AI Core) row is well justified; its primary Humanoids · Manufacturing row stays. Data center revenue is tracking to approximately USD 6.5 billion for FY2026, up at least 35 percent year over year and 25 percent of total company revenue, against a raised full-year guide of US
Flex ranks 25 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Rack & server power delivery (Power, cooling & thermal). Assessment by Frontier Tech Intelligence.
Delta Electronics (rank 8), Legrand (rank 63), Eaton (rank 72), Analog Devices (rank 82).
Flex is based in Singapore, Singapore. Stage: Established.
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