Flex ranks 25 on the AI Infra 100 with a score of 96; Eaton ranks 72 with 87. Flex is ahead on production, progress, positioning and leverage. Level on deployment, commercials, technology and firepower. Eaton is based in Dublin, Ireland, Flex in Singapore, Singapore. Flex: Established. Eaton is named in 15 signals and Flex in 29.
Eaton supplies data-center power equipment, including UPS systems, busbars and an 800 VDC AI data-center design, plus thermal management through Boyd Thermal.
Darker bar: ahead of the other company on that measure.
The broadest electrical portfolio in the data-center hall (switchgear, UPS, busway, power distribution) and, since the Boyd Thermal acquisition, liquid cooling; with Vertiv and Schneider one of the three names on nearly every hyperscale build.
15 signals name Eaton.
15 facts on file.
Flex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers.
Darker bar: ahead of the other company on that measure.
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
29 signals name Flex.
28 facts on file.
Flex ranks 25 on the AI Infra 100 with a score of 96; Eaton ranks 72 with 87. Flex is ahead on production, progress, positioning and leverage. Level on deployment, commercials, technology and firepower. Eaton is based in Dublin, Ireland, Flex in Singapore, Singapore. Flex: Established. Eaton is named in 15 signals and Flex in 29.
Flex ranks 25 on the AI Infra 100 with a score of 96; Eaton ranks 72 with 87. Flex is ahead on production, progress, positioning and leverage. Level on deployment, commercials, technology and firepower. Eaton is based in Dublin, Ireland, Flex in Singapore, Singapore. Flex: Established. Eaton is named in 15 signals and Flex in 29. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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