Flex Accelerates AI Factory Deployment with NVIDIA Omniverse DSX Reference Designs

Rhea-AI Summary

Flex (NASDAQ: FLEX) announced new reference designs for NVIDIA Omniverse DSX Blueprint to speed giga-scale AI factory deployment. Prefabricated modular systems integrate power, high-density IT racks and advanced liquid cooling to enable up to 30% faster deployment versus traditional construction.

Key innovations include an 800 VDC Power Rack, centralized CDUs, integrated liquid-cooled racks and redundant power busways. Flex cites its 18+ million sq ft across 35+ Americas locations and a purpose-built 400,000 sq ft Dallas facility to shorten lead times for U.S. data center operators.

Positive

• Deployment speed improved: up to 30% faster than traditional construction
• 800 VDC Power Rack enabling higher GPU density and more compute per rack
• Global scale: 18+ million sq ft across 35+ Americas locations shortens lead times
• Factory-built modular systems reduce on-site complexity with integrated power and cooling

Negative

• None.

Key Figures

Deployment acceleration: up to 30% faster Power architecture: 800 VDC Dallas facility size: 400,000 square feet +2 more

5 metrics

Deployment acceleration up to 30% faster Prefabricated modular AI factory designs vs traditional construction

Power architecture 800 VDC Hybrid architectures and dedicated 800 VDC Power Rack

Dallas facility size 400,000 square feet Purpose-built for data center infrastructure

Americas footprint more than 18 million square feet Flex facilities across the Americas

Americas locations 35+ locations Flex regional AI infrastructure presence in the Americas

Market Reality Check

Price: $63.45 Vol: Volume 3,644,203 is sligh...

normal vol

$63.45 Last Close

Volume Volume 3,644,203 is slightly above the 20-day average of 3,311,827. normal

Technical Price 64.45 is trading above the 200-day MA at 57.65, near the upper 52-week range.

Peers on Argus

FLEX gained 3.24% while key peers were mixed: JBL up 1.22%, CLS down 0.14%, FN d...

FLEX gained 3.24% while key peers were mixed: JBL up 1.22%, CLS down 0.14%, FN down 0.93%, GLW down 1.41%, indicating a largely stock-specific move.

Common Catalyst Multiple peers (e.g., CLS, GLW) also reported AI-focused infrastructure news, highlighting a broader AI data center build-out theme.

Previous AI Reports

5 past events · Latest: Oct 28 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Oct 28	NVIDIA AI factories	Positive	-0.6%	Collaboration with NVIDIA to deploy modular, energy-efficient giga-scale AI factories.
Oct 13	AI platform launch	Positive	+4.0%	Launch of integrated AI infrastructure platform enabling up to 30% faster deployment.
Aug 04	NVIDIA power system	Positive	-0.8%	New high‑efficiency power shelf for NVIDIA GB300 NVL72 and future 800 VDC racks.
Jun 05	MIT AI collaboration	Positive	-0.5%	Strategic collaboration with MIT to apply AI and automation in manufacturing.
May 13	EU power expansion	Positive	+2.4%	Doubling European critical power capacity via new 600,000-square-foot facility.

Pattern Detected

AI-related announcements often skew positive for FLEX but show mixed price reactions, with both gains and pullbacks following major AI infrastructure updates.

Recent Company History

Over the past year, FLEX has steadily expanded its AI infrastructure capabilities. On May 13, 2025, it doubled its European critical power footprint with a new 600,000-square-foot facility. Subsequent AI updates included power management for NVIDIA platforms, a globally integrated AI infrastructure platform enabling deployment up to 30% faster, and collaboration with NVIDIA on 800 VDC megawatt-scale rack power. The latest Omniverse DSX reference designs build directly on this roadmap of modular, high-density AI factory solutions.

Historical Comparison

+0.9% avg move · In recent AI-tagged releases, FLEX averaged a 0.89% next-day move. Today’s 3.24% gain on new NVIDIA ...

AI

+0.9%

Average Historical Move AI

In recent AI-tagged releases, FLEX averaged a 0.89% next-day move. Today’s 3.24% gain on new NVIDIA Omniverse DSX designs stands above that typical reaction range.

AI news has progressed from expanding critical power capacity and European footprint, to advanced NVIDIA-specific power systems, to a unified AI infrastructure platform and giga-scale factories. The new Omniverse DSX reference designs extend this path toward integrated, 800 VDC-ready, modular AI factory solutions.

Market Pulse Summary

This announcement highlights FLEX’s push to standardize giga-scale AI factories using NVIDIA Omniver...

Analysis

This announcement highlights FLEX’s push to standardize giga-scale AI factories using NVIDIA Omniverse DSX reference designs and an 800 VDC power architecture. Prefabricated modules aim to cut deployment timelines by up to 30%, leveraging a 400,000-square-foot Dallas facility and more than 18 million square feet across 35+ Americas locations. In context of prior AI platform and power expansions, investors may track adoption by hyperscalers, utilization of regional capacity, and follow-on contracts tied to these designs.

Key Terms

800 vdc, liquid cooling, hyperscalers, data center infrastructure

4 terms

800 vdc technical

"support phased migration from traditional AC environments to 800 VDC power architectures."

800 VDC denotes a direct current electrical potential of 800 volts, used to describe the voltage rating of batteries, charging systems or other power equipment. For investors it signals higher-power capability that can enable faster charging and greater efficiency but also requires different components, safety measures and capital investment—like a wider highway that allows faster traffic but needs stronger bridges and controls.

liquid cooling technical

"Advanced liquid cooling – Secondary fluid networks and centralized cooling"

Liquid cooling is a method that uses a flowing liquid—like water or a special coolant—to carry heat away from electronic components, similar to how a car radiator moves heat away from an engine. For investors, it matters because it can lower energy and maintenance costs, enable higher-performance computing, reduce the footprint of data centers, and support sustainability targets, all of which can affect a company’s operating margins and capital spending needs.

hyperscalers technical

"prefabricated modular solutions for hyperscalers today, including at its 400,000-square-foot"

Hyperscalers are large technology companies that operate massive computing networks and data centers to provide cloud services, data storage, and online infrastructure at an enormous scale. They are essential to the digital economy because they enable businesses and organizations to handle vast amounts of data and run complex applications efficiently. For investors, hyperscalers represent powerful engines of growth and innovation in the technology sector.

data center infrastructure technical

"facility purpose-built for data center infrastructure."

Data center infrastructure includes the physical equipment and systems—such as servers, storage devices, power supplies, cooling systems, and networking hardware—that support the storage, management, and transmission of digital information. It forms the foundation for cloud services, online platforms, and digital operations, making it essential for the functioning of many modern businesses. For investors, understanding data center infrastructure helps gauge a company's technological capabilities and its ability to handle increasing digital demand.

AI-generated analysis. Not financial advice.

Prefabricated modular solutions integrate power, compute and cooling to cut deployment timelines by up to 30%

News summary

• Modular solutions combine Flex's advanced manufacturing scale and systems integration expertise with NVIDIA AI infrastructure
• Feature 800 VDC Power Rack, high-density IT racks, advanced liquid cooling and critical power infrastructure
• Leverage Flex's extensive global footprint, including 18+ million square feet across 35+ locations in the Americas, to meet growing AI infrastructure demands in the U.S.

SAN JOSE, Calif., March 16, 2026 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced new reference designs for NVIDIA Omniverse DSX Blueprint to accelerate giga-scale AI factory deployment. Built under Flex's AI Infrastructure Platform, the prefabricated modular designs combine power, high-density IT racks and cooling into factory-integrated systems engineered for speed, scalability and system-level performance.

"Speed and manufacturing scale now define competitive advantage in AI infrastructure," said Michael Hartung, President and Chief Commercial Officer at Flex. "These reference designs bring together Flex's advanced manufacturing footprint and integration expertise with NVIDIA's AI-driven platform leadership. By engineering the full infrastructure stack as a unified system, we help customers overcome the power, heat and scale challenges of the AI era and bring capacity online faster."

The reference designs feature hybrid architectures that support phased migration from traditional AC environments to 800 VDC power architectures. Pre-engineered and factory-built modular systems reduce on-site complexity and enable up to 30% faster deployment compared to traditional construction approaches.

At the core of the reference designs are several new innovations:

• 800 VDC Power Rack – Developed in collaboration with NVIDIA, the 800 VDC Power Rack features a disaggregated architecture and Flex's power shelf for the NVIDIA Vera Rubin platform. By shifting power components outside the IT rack, the design maximizes space for compute, enabling higher GPU density, improved communication and greater performance per rack.
• Advanced liquid cooling – Secondary fluid networks and centralized cooling distribution units (CDUs) enable efficient heat removal to support power-intensive AI workloads.
• Integrated IT racks – High-density, liquid-cooled racks house AI servers along with integrated networking and high-speed interconnects to support low-latency, high-bandwidth communication.
• Critical power infrastructure – Dedicated high-capacity power feeds, redundant busway systems with rack-level tap-offs, and integrated power distribution cabinets and units provide scalable, reliable power delivery across the deployment.

Flex is actively building prefabricated modular solutions for hyperscalers today, including at its 400,000-square-foot Dallas facility purpose-built for data center infrastructure. With more than 18 million square feet across 35+ locations in the Americas — including Austin, Texas and Guadalajara, Mexico — Flex's scale and regional presence significantly shorten lead times for U.S. data center operators.

To learn more about Flex's reference designs and AI infrastructure platform, visit: https://flex.com/resources/flex-ai-infrastructure-platform

Media contacts

Media & Press 
Christie Haber  
Director, Commercial Marketing  
(602) 245-1057  
press@flex.com  

Investors & Analysts
Michelle Simmons
Senior Vice President, Global Investor Relations and Public Relations
(669) 242-6332
Michelle.Simmons@flex.com

 

 

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SOURCE Flex

FAQ

What did Flex (FLEX) announce on March 16, 2026 about AI factory reference designs?

Flex announced new NVIDIA Omniverse DSX Blueprint reference designs to accelerate giga-scale AI factory deployment. According to the company, the prefabricated modular systems combine power, high-density IT racks and advanced liquid cooling to cut deployment timelines by up to 30%.

How does the 800 VDC Power Rack in Flex's FLEX reference design improve AI deployments?

The 800 VDC Power Rack shifts power components outside the IT rack to maximize compute space. According to the company, this disaggregated architecture increases GPU density, improves communication, and boosts performance per rack for the NVIDIA Vera Rubin platform.

What infrastructure features support cooling and power in Flex's FLEX modular systems?

Designs include advanced liquid cooling with secondary fluid networks and centralized CDUs plus redundant busway power distribution. According to the company, these elements enable efficient heat removal and scalable, reliable power delivery across large AI deployments.

How much facility capacity does Flex cite to support U.S. AI infrastructure deployments?

Flex cites over 18 million square feet across 35+ Americas locations and a 400,000 sq ft Dallas data center facility. According to the company, this regional footprint shortens lead times for U.S. data center operators deploying giga-scale AI capacity.

What deployment time savings does Flex claim for its factory-built modular AI systems (FLEX)?

Flex claims prefabricated modular systems can enable up to a 30% reduction in deployment timelines versus traditional construction approaches. According to the company, factory integration of power, compute and cooling reduces on-site complexity and speeds capacity bring‑online.

Will Flex's FLEX reference designs support phased migration from AC to 800 VDC power?

Yes; the reference designs support hybrid architectures for phased migration from traditional AC to 800 VDC environments. According to the company, this enables customers to adopt higher-voltage power architectures while managing transitional deployment stages.