### @FLEX — Confirmed — from the Q4 FY2026 earnings call; the 800-volt DC framing is call-only
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.
- tier: Confirmed (✓)
- source: FLEX / Spinning grid-to-chip into its own company
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-flex-src-flex-spin-off-rotation
- posted: 2026-08-09T06:01:37.723Z