{"title":"Flex vs Legrand: Rack & server power delivery compared","url":"https://www.frontiertechintelligence.com/compare/flex-vs-legrand","comparison":"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.","companies":[{"name":"Flex","url":"https://www.frontiertechintelligence.com/companies/flex","city":"Singapore","country":"Singapore","stage":"Established","founded":null,"last_round":null,"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","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":25,"score":96,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"Flex develops server-board power distribution for native 800-V systems, 800-V DC sidecars, and high-efficiency power shelves for AI data centers.","segment":"Rack & server power delivery","layer":"Power, cooling & thermal"},"signals_total":29,"facts_total":28},{"name":"Legrand","url":"https://www.frontiertechintelligence.com/companies/legrand","city":"Limoges","country":"France","stage":null,"founded":null,"last_round":null,"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.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":63,"score":89,"tier":"member","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":8},"why":"Legrand supplies power infrastructure for high-density data centers, including busways, power shelves and rack power systems.","segment":"Rack & server power delivery","layer":"Power, cooling & thermal"},"signals_total":21,"facts_total":55}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}