Flex and Cerebras Expand Partnership to Scale American Manufacturing of Cerebras AI Supercomputers
Rhea-AI Summary
Cerebras (NASDAQ:CBRS) and Flex announced an expanded partnership to scale manufacturing of the Cerebras CS-3 AI supercomputer at Flex’s Milpitas, California facilities. The expansion is expected to increase CS-3 production capacity by about 7x through 2026, adding new lines, floor space, test infrastructure and skilled U.S. manufacturing roles.
Positive
- CS-3 production capacity expected to increase by approximately 7x through 2026
- Multiple new assembly and integration lines dedicated to CS-3 in Milpitas
- Expanded U.S. advanced manufacturing footprint for high-performance AI infrastructure
- Growth in high-skilled regional roles across manufacturing, systems integration, and testing
- Enhanced burn-in, validation, and automated test infrastructure to support higher throughput
Negative
- None.
News Market Reaction – FLEX
In the Jul 9 session, FLEX gained 4.93%, reflecting a moderate positive market reaction. Argus tracked a peak move of +4.4% during that session. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous Partnership,AI Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Mar 11 | AI cooling partnership | Positive | +4.1% | JetCool-Broadcom collaboration for liquid cooling of next-generation AI XPUs. |
| Mar 02 | AMD AI collaboration | Positive | +3.9% | U.S. manufacturing collaboration to build AMD Instinct MI355X AI GPU platforms. |
| Aug 08 | AI data center partnership | Positive | +3.3% | Musashi partnership to supply capacitor-based energy storage for AI data centers. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Recent AI partnership announcements have typically coincided with positive one-day moves, with an average reaction of about 3.77%.
Key Terms
wafer-scale engine technical
liquid cooling technical
optical networking technical
burn-in technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
New manufacturing lines in
The expanded operation is expected to increase CS-3 production capacity by approximately 7x through 2026, supported by new production lines, expanded floor space, advanced test infrastructure, and additional skilled manufacturing talent based in
At a time when electronics manufacturing is often associated with overseas supply chains, this partnership demonstrates that some of the world's most sophisticated AI systems are being designed, assembled, integrated, and tested in the heart of Silicon Valley.
"The CS-3 is unlike any computer system ever built, and scaling its production requires an extraordinary manufacturing partner. Flex brings the technical depth, operational rigor, and manufacturing expertise needed to support that scale," said Dhiraj Mallick, COO of Cerebras. "People often think the entire AI manufacturing and packaging supply chain lives overseas, but everyday across the
The CS-3 is built on Cerebras' industry-leading wafer-scale engine architecture, featuring a processor physically larger than any conventional AI chip. The system integrates advanced liquid cooling, high-density power delivery, precision mechanical assembly, and tightly coordinated networking infrastructure into a platform designed for large-scale AI training and inference.
Manufacturing the CS-3 presents challenges rarely encountered in traditional server production. Each system requires specialized handling processes, custom tooling, precision calibration, and extensive system-level validation. Flex engineers worked closely with Cerebras to develop dedicated assembly flows, automated test stations, and new manufacturing methodologies tailored specifically to wafer-scale computing systems.
"The CS-3 does not resemble a conventional server or rack-scale compute platform," said Rob Campbell, President of Communication, Enterprise and Cloud at Flex. "Every stage of the manufacturing process—from mechanical integration to thermal validation and final system qualification—required deep collaboration between our engineering teams. We thank Cerebras for their partnership in demonstrating what American advanced manufacturing can achieve when two highly technical organizations work side by side."
To support the ramp, Flex is expanding dedicated manufacturing operations for Cerebras in
The expansion is also contributing to growth in high-skilled manufacturing roles across the region, including manufacturing, systems integration, quality, supply chain, and testing.
Inside the
To learn more, please visit cerebras.ai/flex.
About Flex
Flex (Reg. No. 199002645H) is the manufacturing partner of choice that helps leading brands design, build, and manage products that improve the world. With a global footprint spanning 30 countries, Flex delivers advanced manufacturing and supply chain solutions, innovative products and technology, and lifecycle services that support customers from concept to scale. In the AI era, Flex is helping customers accelerate data center deployment by solving power, heat, and scale challenges through cutting-edge power and cooling technology and scalable IT infrastructure solutions. For information about Flex's intent to spin off its Cloud and Power Infrastructure portfolio, visit: https://flex.com/transaction-resources
About Cerebras Systems
Cerebras Systems (NASDAQ: CBRS) is building the fastest AI infrastructure in the world. Cerebras is a team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types that have come together to make AI blisteringly fast through innovation and invention. Cerebras believes that when AI is fast, it will change the world. Cerebras' flagship technology, the Wafer-Scale Engine 3 (WSE-3) is the world's largest and fastest commercialized AI processor. Fifty-eight times larger than a leading GPU chip, the WSE-3 uses a fraction of the power per unit compute while delivering inference up to 15 times faster than leading GPU-based solutions as benchmarked on leading open-source models. Leading corporations, research institutes, and governments on four continents chose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud.
Contacts
Flex Media & Press
Christie Haber
Senior Director, Commercial Marketing
(602) 245-1057
press@flex.com
Flex Investors & Analysts
Michelle Simmons
Senior Vice President, Global Investor Relations and Public Relations
(669) 242-6332
Michelle.Simmons@flex.com
Cerebras
pr@cerebras.ai
Forward-Looking Statements
This press release contains forward-looking statements, including but not limited to: the anticipated 7x increase in production of CS-3 systems, multiple new assembly and integration lines coming online through 2026, the expected substantial growth this year in the footprint devoted to CS-3 manufacturing, and the expected significant increase in throughput of CS-3 systems while maintaining quality and reliability. You can identify forward-looking statements by the fact that they do not relate strictly to historical or current facts. These statements may include words such as "anticipate", "estimate", "expect", "project", "plan", "intend", "target", "aim", "believe", "may", "will", "should", "becoming", "look forward", "could", "can," "can have", "likely" and other words and terms of similar meaning. Forward-looking statements give our current expectations and projections relating to the information in this press release. Neither Cerebras, Flex, nor any other person assumes responsibility for the accuracy and completeness of any of these forward-looking statements. The forward-looking statements included in this press release relate only to events and information as of the date hereof. Neither Cerebras nor Flex undertakes any obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise, except as otherwise required by law. All forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from those that we expected.
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SOURCE Flex