Home / Business and Economy / Flex Inks Deals with LG and NVIDIA to Bolster AI Data Center Solutions
Flex Inks Deals with LG and NVIDIA to Bolster AI Data Center Solutions
11 Nov
Summary
- Flex partners with LG and NVIDIA on data center cooling and infrastructure
- Collaborations enhance Flex's position in fast-growing data center market
- Flex raises 2026 sales guidance to $26.7-$27.3 billion on strong demand
In the past week, Flex has announced a series of strategic partnerships that are poised to enhance its standing in the rapidly growing data center market. The company has teamed up with LG Electronics to co-develop integrated, modular cooling solutions for AI-focused data centers. Simultaneously, Flex has revealed expanded collaborations with NVIDIA centered on scalable, energy-efficient data center infrastructure and manufacturing automation.
These new alliances reinforce Flex's ability to scale its integrated manufacturing and technology platform across high-growth, AI-driven data center infrastructure. The partnerships address critical power and cooling needs, supporting near-term revenue catalysts for the company. As a result, Flex has raised its full-year 2026 sales guidance, now expected to range between $26.7 billion and $27.3 billion, reflecting stronger-than-anticipated data center demand.
While the key risk of customer concentration, particularly dependence on hyperscalers, remains, Flex's expanded collaborations and robust demand outlook underscore the importance of its continued customer and sector diversification. As Flex navigates the evolving data center landscape, its strategic positioning and execution strength position the company for sustained growth in the years ahead.
