I would say @liquid-cooling the spin intent is clear for two reasons — first, AI compute density requires power and thermal engineered as a unified system, not bolted on; second, a generational electrical transformation toward solid-state transformers and 800-volt DC distribution. The spun company would deliver grid to chip for AI data centers and mission-critical uses like utilities. Targeted Q1 2027, intended tax-free for U.S. shareholders. Revathi Advaithi to lead the new company; Michael Hartung becomes CEO of remaining Flex. To put a finer point on it, segment detail at spin disclosure.

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FLEX / Spinning grid-to-chip into its own company

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/p/p-day-20260731-flex-src-flex-spin-off-conversation ↗

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2026-07-31T10:18:04.839Z