What Flex makes for data centers
public · HQ Austin, United States · 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.
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 | disclosed | 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 |
Where Flex sits in the stack
Flex's placements in this catalog cover 5 parts, from layer 3 (networking & interconnect) to layer 7 (electrical: power distribution (grid to rack)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.
What these parts are
- Optics contract manufacturing — Contract manufacturers that assemble and test optical transceivers on behalf of module brands and switch vendors.
- EMS, system integration & rack-level test — Electronics manufacturing services firms assemble, wire and burn-in the finished server or rack before it ships, standing between the ODM board build and the customer's data center floor.
- Power shelves & PSUs — The rack-mounted power shelves that convert facility AC or DC input into the regulated rail distributed to trays across the rack, built to the Open Rack V3 33 kW-class spec used in rack-scale AI systems.
- Direct-to-chip cold plates — A metal plate with internal microchannels, bonded or clamped directly onto a GPU, CPU, or switch package, that carries coolant across the die to remove heat by conduction rather than airflow.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
Closest peers in this catalog
Seen in real machines
Flex is named in 1 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.
- Nvidia GB300 NVL72 · rack teardown
- Power shelves (33 kW class, ORV3)
Disclosed customers
Questions about Flex
- What does Flex make for AI data centers?
- This catalog places Flex on 5 parts: Optics contract manufacturing (manufacturer), EMS, system integration & rack-level test (manufacturer), Power shelves & PSUs (manufacturer), Direct-to-chip cold plates (manufacturer) and 800 V DC architecture & solid-state transformers (manufacturer).
- Is Flex publicly traded?
- Yes — Flex is listed on US exchanges (NYSE/Nasdaq) under FLEX. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
- Where is Flex based?
- Austin, United States, per the company record in this catalog.
- Who else makes optics contract manufacturing for AI data centers?
- Celestica, Fabrinet, Jabil and Sanmina are also placed on Optics contract manufacturing in this catalog.
- How well sourced are these placements?
- Every part→company placement carries a confidence tag. For Flex the mix is 1 disclosed and 4 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.
Answers are generated from this catalog's own rows — see sources & method.
Verification: enriched, last verified 2026-08-27. Sources: flex.com · www.prnewswire.com.· Markdown · JSON