Flex vs Legrand: Rack & server power delivery compared

November 2026 edition · assessment by Frontier Tech Intelligence

Flex ranks 25 on the AI Infra 100 with a score of 96; Legrand ranks 63 with 89. Flex is ahead on positioning and leverage. Level on deployment, production, commercials, progress, technology and firepower. Flex is based in Singapore, Singapore, Legrand in Limoges, France. Flex: Established. Flex is named in 29 signals and Legrand in 21.

Flex →

Singapore, Singapore · AI Core · Power, cooling & thermal / Rack & server power delivery · Established · flex.com

Flex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers.

AI Infra 100 · rank 25 · score 96Robotics · watchlist · score 73Humanoids · watchlist · score 61

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning10
Firepower10
Leverage10

Darker bar: ahead of the other company on that measure.

Positioning

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

Latest signals

  • Flex completed its acquisition of EPC Power.Power Electronics News
  • The U.S. International Trade Commission opened a Section 337 patent investigation into 20 companies over vertical power-delivery systems.Yicai
  • FLEX and Sentinel-3C launched aboard Vega-C in September 2026.ESA Top News

29 signals name Flex.

Facts, with sources

  • [object Object]Flex
  • EPC PowerFlex
  • 800-V DC sidecar for data centersPower Electronics News

28 facts on file.

Legrand →

Limoges, Nouvelle-Aquitaine, France · AI Core · Power, cooling & thermal / Rack & server power delivery · legrand.com

Legrand supplies power infrastructure for high-density data centers, including busways, power shelves and rack power systems.

AI Infra 100 · rank 63 · score 89

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning8
Firepower10
Leverage6

Darker bar: ahead of the other company on that measure.

Positioning

Legrand is a publicly listed French electrical and digital infrastructure company with a major AI-data-center position spanning busways, power distribution, rack PDUs, monitoring, cooling and related infrastructure. Data-center sales reached 26% of Legrand's 2025 revenue, while dated activity included the 2025 acquisitions of Avtron Power Solutions and Linkk Busway Systems, 2026 acquisitions of Keydak, TES, SRS Power Engineering and Girtz Industries, and customer deployments with NorthC, Start Campus, Seznam.cz and Yerevan State University. Its distinguishing point is breadth across mission-critical power and cooling infrastructure; the main open question is the absence of disclosed Legrand-specific MW deployed or data-center segment profit figures.

Latest signals

  • Legrand launched the Starline T5 DoubleBar track busway for data-center electrical infrastructure.Data Center Dynamics
  • Legrand raises its 2030 revenue target to €16–18 billion, driven by data-center demand.L'Usine Nouvelle
  • Starline, a Legrand brand, publishes guidance on future-proofing power distribution for AI data centers.Data Center Dynamics

21 signals name Legrand.

Facts, with sources

  • Avtron Power Solutions expanded its liquid-cooled load-bank portfolio with the LC35 and LC20 modelsAvtron Power Solutions
  • 100 kA UL short-circuit current rating for Avtron's 4800 Load Bank SeriesAvtron Power Solutions
  • David Cox appointed Chief Executive Officer of Avtron Power SolutionsAvtron Power Solutions

55 facts on file.

More comparisons

Questions this page answers

Flex or Legrand: which is ahead in ai core?

Flex ranks 25 on the AI Infra 100 with a score of 96; Legrand ranks 63 with 89. Flex is ahead on positioning and leverage. Level on deployment, production, commercials, progress, technology and firepower. Flex is based in Singapore, Singapore, Legrand in Limoges, France. Flex: Established. Flex is named in 29 signals and Legrand in 21.

How do Flex and Legrand compare?

Flex ranks 25 on the AI Infra 100 with a score of 96; Legrand ranks 63 with 89. Flex is ahead on positioning and leverage. Level on deployment, production, commercials, progress, technology and firepower. Flex is based in Singapore, Singapore, Legrand in Limoges, France. Flex: Established. Flex is named in 29 signals and Legrand in 21. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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