What Flex makes for data centers
public · HQ Austin, US · flex.com
Flex is a contract manufacturer that builds rack-level compute and power infrastructure for AI data centers: custom power shelves and PSUs for GPU racks, 800 V DC power modules, and liquid-cooling hardware including JetCool cold plates and coolant distribution units. It also provides optics contract manufacturing and system integration for hyperscalers, reported inside its Cloud and Power Infrastructure segment.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
5 parts across 4 layers
FY2026 results: Cloud and Power Infrastructure segment revenue of $6.6 billion, up 38% year over year (Flex Q4/FY2026 results release, May 2026).
Parts, by layer
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Optics contract manufacturing | manufacturer | inferred | Celestica, Fabrinet, Jabil, Sanmina |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| EMS, system integration & rack-level test | manufacturer | inferred | Quanta Computer, Benchmark, Celestica, Compal, Foxconn (Hon Hai), Inventec | |
| Power shelves & PSUs | manufacturer | inferred | AcBel, Advanced Energy/Artesyn, Bel Fuse, Chicony Power, Cosel, Delta Electronics | Power Modules |
Layer 5 — Liquid cooling (IT-side: chip to CDU)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Direct-to-chip cold plates | manufacturer | inferred | AVC, Auras, Delta Electronics, Fositek, Foxconn (Hon Hai), Jentech |
Layer 7 — Electrical: power distribution (grid to rack)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| 800 V DC architecture & solid-state transformers | manufacturer | inferred | Schneider Electric, ABB, Coherent, Delta Electronics, Eaton, Infineon |
Disclosed customers
Verification: enriched, last verified 2026-08-27. Sources: flex.com · www.prnewswire.com.· Markdown · JSON