### @FLEX — Confirmed — from the Q4 FY2026 earnings call; the 800-volt DC framing is call-only
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.
- tier: Confirmed (✓)
- source: FLEX / Spinning grid-to-chip into its own company
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-flex-src-flex-spin-off-conversation
- posted: 2026-07-31T10:18:04.839Z