STOCK TITAN

Flex to Accelerate Deployment of Giga-Scale AI Factories with NVIDIA

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Positive)
Tags
AI

Flex (NASDAQ: FLEX) announced a collaboration with NVIDIA to accelerate deployment of modular, energy-efficient AI factories at scale, emphasizing U.S. infrastructure demand on Oct 28, 2025. Flex will leverage its rack integration, grid-to-chip power and cooling products, and global manufacturing footprint to shorten lead times.

Key elements include a purpose-built 400,000 sq. ft. Dallas facility, a pilot using NVIDIA cuOpt and digital twins for capacity planning and logistics, and work on 800 VDC megawatt-scale rack power infrastructure.

Flex (NASDAQ: FLEX) ha annunciato una collaborazione con NVIDIA per accelerare la diffusione di fabbriche modulari ed energeticamente efficienti per l'IA su larga scala, enfatizzando la domanda di infrastrutture statunitensi il 28 ottobre 2025. Flex sfrutterà la sua integrazione rack, i prodotti grid-to-chip per l'alimentazione e il raffreddamento e la sua presenza globale di produzione per ridurre i tempi di consegna.

Elementi chiave includono un impianto in Dallas appositamente costruito di 400.000 ft², un progetto pilota che utilizza NVIDIA cuOpt e gemelli digitali per la pianificazione della capacità e della logistica, e lavori su un'infrastruttura di alimentazione rack megawatt a 800 VDC.

Flex (NASDAQ: FLEX) anunció una colaboración con NVIDIA para acelerar el despliegue de fábricas modulares y energéticamente eficientes de IA a gran escala, enfatizando la demanda de infraestructura en Estados Unidos el 28 de octubre de 2025. Flex aprovechará su integración de racks, productos de alimentación y refrigeración de grid-to-chip y su huella de fabricación global para acortar los plazos de entrega.

Elementos clave incluyen una instalación en Dallas de 400,000 sq. ft. especialmente diseñada, un piloto que utiliza NVIDIA cuOpt y gemelos digitales para la planificación de capacidad y logística, y trabajo en una infraestructura de alimentación de rack megavatios con 800 VDC.

Flex (NASDAQ: FLEX)NVIDIA와 협력 발표를 통해 대규모로 모듈식이고 에너지 효율적인 AI 공장을 가속화하고, 2025년 10월 28일에 미국 인프라 수요를 강조했습니다. Flex는 랙 통합, 그리드-투-칩 전원 및 냉각 제품, 그리고 글로벌 제조 footprint를 활용해 리드 타임을 단축합니다.

주요 요소로는 Dallas의 400,000 sq. ft. 규모의 맞춤형 시설, 용량 계획 및 물류를 위한 NVIDIA cuOpt 및 디지털 트윈을 사용하는 파일럿, 그리고 800 VDC 메가와트 규모 랙 전원 인프라에 대한 연구가 포함됩니다.

Flex (NASDAQ: FLEX) a annoncé une collaboration avec NVIDIA pour accélérer le déploiement de usines IA modulaires et écoénergétiques à grande échelle, en mettant l'accent sur la demande d'infrastructures américaines le 28 octobre 2025. Flex tirera parti de son intégration de racks, de ses produits grid-to-chip pour l'alimentation et le refroidissement, et de son empreinte de fabrication mondiale pour réduire les délais.

Les éléments clés comprennent une installation sur mesure de 400.000 sq. ft. à Dallas, un pilote utilisant NVIDIA cuOpt et des jumeaux numériques pour la planification de la capacité et la logistique, et des travaux sur une infrastructure d'alimentation rack megawatt à 800 VDC.

Flex (NASDAQ: FLEX) kündigte eine Zusammenarbeit mit NVIDIA an, um die Bereitstellung modularer, energieeffizienter KI-Fabriken in großem Maßstab zu beschleunigen, wobei die Nachfrage nach US-Infrastruktur am 28. Oktober 2025 betont wird. Flex wird seine Rack-Integration, Grid-to-Chip-Stromversorgung und Kühlprodukte sowie seine globale Fertigungspräsenz nutzen, um Vorlaufzeiten zu verkürzen.

Zu den Schlüsselelementen gehören eine speziell konstruierte Dallas-Anlage mit 400.000 sq. ft., ein Pilotprojekt, das NVIDIA cuOpt und digitale Zwillinge für Kapazitätsplanung und Logistik nutzt, sowie Arbeiten an einer 800 VDC Megawatt-Stack-Rack-Strominfrastruktur.

Flex (ناسداك: FLEX) أعلنت عن تعاون مع NVIDIA لتسريع نشر مصانع ذكاء اصطناعي معيارية وموفرة للطاقة على نطاق واسع، مع التأكيد على الطلب على البنية التحتية الأمريكية في 28 أكتوبر 2025. ستستفيد Flex من تكاملها في رفوف التخزين، ومنتجات الطاقة والتبريد من الشبكة إلى الرقاقة، وبصمتها التصنيعية العالمية لتقصير أزمنة التسليم.

تشمل العناصر الأساسية منشأة في دالاس بمساحة 400,000 ft² مصممة خصيصاً، ومشروعاً تجريبياً يستخدم NVIDIA cuOpt ونُظُم المحاكاة الرقمية لتخطيط القدرة واللوجستيات، وكذلك أعمال على بنية تحتية للطاقة في رفّ بقدرة ميغاواط تبلغ 800 VDC.

Flex (NASDAQ: FLEX) 宣布与 NVIDIA 合作,以在大规模部署模块化、能源高效的 AI 工厂方面加速推进,并在 2025 年 10 月 28 日 强调对美国基础设施的需求。Flex 将利用其机架集成、从电网到芯片的供电与冷却产品,以及全球制造布局来缩短交付时间。

要点包括一个专门打造的 400,000 sq. ft. 达拉斯设施、使用 NVIDIA cuOpt 和数字孪生进行容量规划与物流的试点,以及对 800 VDC 百兆瓦级机架供电基础设施的工作。

Positive
  • New 400,000 sq. ft. Dallas facility to shorten U.S. lead times
  • Pilot deploying NVIDIA cuOpt for capacity planning and route simulations
  • Use of digital twins to unify inventory, labor, and freight operations
  • Collaboration advancing 800 VDC megawatt-scale rack power infrastructure
  • Expanded manufacturing footprint across Europe and North America
Negative
  • None.

Insights

Flex and NVIDIA partner to scale modular, high-performance AI data center production with a new Dallas facility and digital-twin pilots.

Flex leverages its global manufacturing footprint and systems-integration skills to assemble modular data center systems at scale, combining rack integration, grid-to-chip power and cooling products, and end-to-end services with NVIDIA platform software such as cuOpt. The announcement names a purpose-built 400,000 sq. ft. facility in Dallas and deployment of digital twins to unify inventory, labor, and freight operations, which shortens logistics lead times and supports faster capacity delivery.

Key dependencies and risks include operational execution of the new Dallas facility, successful integration of cuOpt and digital-twin workflows into existing lines, and customer adoption of higher-voltage architectures (notably the referenced 800 VDC work). The collaboration’s benefits hinge on delivering measurable reductions in lead time and thermal/power constraints in real installations rather than internal pilots.

Concrete items to watch over the next 6–18 months: ramp milestones and capacity metrics for the Dallas facility, pilot results from the cuOpt digital-twin deployment showing shorter lead times or logistics improvements, and any announced customer contracts for modular AI factories or megawatt-scale racks; monitor announcements and operational KPIs around Oct. 28, 2025 onwards.

WASHINGTON, Oct. 28, 2025 /PRNewswire/ -- Flex (NASDAQ: FLEX) today announced it is supporting the development of modular data center systems with NVIDIA. The collaboration will leverage Flex's advanced manufacturing capabilities and footprint to deliver high-performance, energy-efficient AI factories at scale, with an emphasis on meeting growing infrastructure demands in the U.S.

"Flex is at the forefront of supporting data center operators to overcome escalating power, heat, and scale constraints of the AI era," said Michael Hartung, president and chief commercial officer at Flex. "By combining Flex's advanced manufacturing scale and systems integration expertise with NVIDIA's AI-driven platform leadership, we can transform data center infrastructure at rapid speed."

Flex brings a unique portfolio of rack integration capabilities, grid-to-chip power and cooling products, and end-to-end services to the collaboration. The company's global manufacturing footprint features expanded operations in Europe and North America, including a new 400,000 sq. ft. facility in Dallas purpose-built for data center infrastructure to significantly shorten lead times for U.S. customers.

As part of its collaboration with NVIDIA, Flex is deploying NVIDIA cuOpt for capacity planning, route simulations, and process optimization in its facilities. The pilot will leverage digital twins that unify inventory, labor, and freight operations to streamline logistics across Flex's worldwide network.

The initiative announced today builds on Flex's leadership in the data center and automotive industries. This includes Flex's collaboration with NVIDIA to pave the way for 800 VDC data center power infrastructure to enable megawatt-scale racks. In automotive, the collaboration focuses on integrating NVIDIA DRIVE AGX Orin systems-on-a-chip into Flex's Jupiter design platform. Jupiter was recognized with a 2025 Automotive News PACE Award for enabling automakers to accelerate delivery of software-defined vehicles and ADAS solutions at scale.

About Flex

Flex (Reg. No. 199002645H) is the manufacturing partner of choice that helps a diverse customer base design and build products that improve the world. Through the collective strength of a global workforce across 30 countries and responsible, sustainable operations, Flex delivers technology innovation, supply chain, and manufacturing solutions to diverse industries and end markets.

Contacts:

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

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

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/flex-to-accelerate-deployment-of-giga-scale-ai-factories-with-nvidia-302595944.html

SOURCE Flex

FAQ

What did Flex announce with NVIDIA on Oct 28, 2025 regarding AI factories?

Flex announced a collaboration to build modular, energy-efficient AI factories and infrastructure at scale.

How large is the new Flex facility mentioned in the Oct 28, 2025 release for FLEX?

Flex highlighted a purpose-built 400,000 sq. ft. facility in Dallas to shorten lead times for U.S. customers.

What role does NVIDIA cuOpt play in Flex's October 28, 2025 initiative (FLEX)?

NVIDIA cuOpt will be used in a pilot for capacity planning, route simulations, and process optimization.

Will Flex's Oct 28, 2025 collaboration with NVIDIA affect data center power design for FLEX?

Yes; the collaboration builds on work toward 800 VDC infrastructure to enable megawatt-scale racks.

How will Flex's Oct 28, 2025 plans impact logistics and operations for FLEX?

Flex will leverage digital twins that unify inventory, labor, and freight to streamline worldwide logistics.

Does the Oct 28, 2025 announcement (FLEX) mention geographic manufacturing expansion?

Yes; the release notes expanded operations across Europe and North America, including the Dallas facility.
Flex Ltd

NASDAQ:FLEX

FLEX Rankings

FLEX Latest News

FLEX Latest SEC Filings

FLEX Stock Data

24.18B
371.12M
0.72%
103.59%
2.34%
Electronic Components
Printed Circuit Boards
Link
United States
AUSTIN