Flex announced a new line of reference designs for NVIDIA’s Omniverse DSX Blueprint, a modular platform that integrates power, high‑density IT racks, and liquid cooling to speed the deployment of large‑scale AI factories. The designs, part of Flex’s AI Infrastructure Platform, enable a phased migration from traditional AC power to 800 VDC architectures and promise up to 30 % faster deployment compared with conventional construction approaches.
The launch underscores Flex’s continued focus on end‑to‑end solutions for AI data centers, reinforcing its “grid‑to‑chip” positioning. By offering a factory‑built system that reduces on‑site complexity for hyperscalers, Flex aims to strengthen its competitive moat against other electronics manufacturing services and infrastructure providers. The new reference designs also support the company’s broader strategy to shift revenue toward higher‑margin data‑center and power‑solutions segments, a key driver of its recent financial performance.
Flex reported Q3 fiscal 2026 revenue of $7.1 billion, up 8 % year‑over‑year, and an adjusted EPS of $0.87. The company’s record operating margin of 6.5 % reflects disciplined cost management amid growing demand for AI infrastructure. The new reference designs are expected to contribute to this momentum by expanding Flex’s high‑margin product portfolio and creating a new revenue stream that aligns with its transformation from a contract manufacturer to an AI infrastructure architect.
The announcement is a significant milestone in Flex’s evolution, illustrating how the company is leveraging its manufacturing capabilities and strategic acquisitions—such as JetCool and Crown Technical Systems—to deliver integrated power, cooling, and compute solutions. This move positions Flex to capture a larger share of the rapidly expanding AI data‑center market and enhances its value proposition to large cloud and hyperscale customers.
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