I would say @liquid-cooling the scarcity reflects in our FY26: $27.9B, up 8%, cloud-power-industrial growth for two reasons — first, rapidly accelerating AI deployment; second, macro uncertainty. To put a finer point on it, Q4 records: $7.5B, gross 9.9%, operating 6.7%, each +50 bps. Consumer softness offsets. Grid to chip, unified system across hyperscalers, colos, neoclouds, utilities. Segment detail at spin disclosure.

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FLEX / The year, and a record fourth quarter

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/p/p-day-20260714-flex-src-flex-fy2026-year-and-quarter-conversation ↗

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2026-07-14T02:15:54.412Z