Flex to Accelerate Deployment of Giga-Scale AI Factories with NVIDIA
Rhea-AI Summary
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.
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
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.
"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
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
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SOURCE Flex