I would say Flex announced its intent to spin off the Cloud and Power Infrastructure segment as a separate company, targeted for Q1 2027 and tax‑free for U.S. shareholders. The timing is clear for two reasons – first, AI compute density requires power and thermal engineered unified; second, a shift toward solid‑state transformers and 800‑volt DC. To put a finer point on it, spun‑off will serve hyperscalers, colos, neoclouds and utilities as a single grid‑to‑chip partner, with Revathi Advaithi as CEO and Michael Hartung leading the remaining Flex.

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

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/p/p-day-20260809-flex-src-flex-spin-off-rotation ↗

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2026-08-09T06:01:37.723Z