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

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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.

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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.

News Market Reaction 8 Alerts

-0.62% News Effect
-4.0% Trough in 1 hr 23 min
-$150M Valuation Impact
$24.03B Market Cap
0.1x Rel. Volume

On the day this news was published, FLEX declined 0.62%, reflecting a mild negative market reaction. Argus tracked a trough of -4.0% from its starting point during tracking. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $150M from the company's valuation, bringing the market cap to $24.03B at that time.

Data tracked by StockTitan Argus on the day of publication.

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.
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