Flex 借 DEFA14A 推介 Axiom AI Modules 预制模块化数据中心方案，无订单与财务增量

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DEFA14A
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d176927ddefa14a.htm
DEFA14A
DEFA14A
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 14A
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934
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Definitive Proxy Statement
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Definitive Additional Materials
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Soliciting Material Pursuant to
Section 240.14a-12
FLEX LTD.
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Registrant as Specified In Its Charter)
(Name of Person(s) Filing Proxy Statement, if other than the Registrant)
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Flex Expands Prefabricated Modular Data Center Portfolio to Accelerate AI Factory Deployment
NEWS PROVIDED BY
Flex
g
Oct 12, 2026, 09:05 ET
Integrated solutions combine power, compute and cooling to speed deployment by up to 50%
News summary
•
Introduces AI Modules that integrate power, compute and cooling in prefabricated modular solutions to accelerate
AI factory deployment by up to 50%
•
Enables faster deployment of next-generation AI infrastructure through factory-built, integrated systems
•
Strengthens Flex’s Cloud and Power Infrastructure portfolio, which Flex plans to separate into Axiom
Solutions International, Inc. (Axiom), in the first quarter of calendar 2027
SAN JOSE, Calif., Oct. 12, 2026 /PRNewswire/ — Flex
(NASDAQ:
FLEX
)
today announced an expanded portfolio of prefabricated modular data center solutions designed to accelerate deployment of next-generation AI factories. The portfolio includes new AI Modules that integrate power,
high-density compute and advanced liquid cooling into
pre-engineered,
factory-built systems, enabling customers to reduce deployment timelines by up to 50% compared with traditional construction approaches.
The expanded portfolio is part of Flex’s Cloud and Power Infrastructure (CPI) segment, which Flex plans to separate into Axiom, an independent publicly traded company, in the first quarter of calendar 2027.
“Meeting the demands of AI infrastructure at scale requires more than incremental improvements. It requires rethinking how power,
compute and cooling work together as a system,” said Chris Butler, expected Chief Technology and Strategy Officer at Axiom. “Our system-level approach brings these critical technologies together with advanced manufacturing to simplify
integration, accelerate deployment and deliver AI factories at scale.”
As AI
infrastructure grows in scale and power density, data center operators face increasing complexity across power delivery, cooling, compute integration and deployment. Addressing these challenges requires a more integrated approach to designing and
deploying the critical infrastructure that supports next-generation AI factories.
The Axiom AI Modules integrate critical AI infrastructure into
pre-engineered,
factory-built systems, including:
•
800 VDC Power Rack:
Delivers high-efficiency power conversion and distribution for next-generation 800 VDC
AI infrastructure and high-density compute.
•
Advanced cooling distribution units (CDUs):
Provide liquid cooling to efficiently manage the increasing
heat generated by power-intensive AI workloads.
•
High-density IT racks:
Integrate AI servers, networking and high-speed interconnects to support
next-generation AI compute at scale.
By shifting complex infrastructure integration from the data center site to a controlled factory
environment, the Axiom AI Modules are assembled, integrated and tested in parallel with site development. This approach reduces
on-site
complexity and helps customers bring AI capacity online faster.
Flex is actively building prefabricated modular solutions for hyperscalers across its global footprint, including more than three million square feet of
dedicated data center infrastructure manufacturing capacity in the U.S. With deep expertise across power, compute, cooling and systems integration, Flex has the scale and capabilities to support rapid AI infrastructure deployment across regions.
To learn more about the Axiom AI Modules, visit:
https://flex.com/resources/accelerate-ai-factory-deployment-with-axiom-ai-modules
Media contacts
Media & Press
press@flex.com
Investors & Analysts
Michelle Simmons
Senior Vice President, Global Investor
Relations and Public Relations
(669)
242-6332
Michelle.Simmons@flex.com
Cautionary Statement
Regarding Forward-Looking Statements
This communication contains forward-looking statements within the meaning of Section 27A of the Securities
Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Words such as “anticipate,” “believe,” “expect,” “intend,” “may,” “plan,”
“project,” “will,” and similar expressions identify forward-looking statements. These forward-looking statements include, without limitation, statements regarding the planned
spin-off
of our cloud and power infrastructure business into an independent, publicly traded company; the expected timing of the spin-off and the ability to complete the
spin-off;
the anticipated benefits of the
spin-off,
including enhanced strategic focus, financial flexibility, and value creation for shareholders; the expected
tax-free
treatment of the
spin-off
for U.S. federal income tax purposes; the expected future performance of each company following completion of the
spin-off;
management changes and leadership of
each company; and statements about business strategies, growth opportunities, market position, and financial outlook for each company. These forward-looking statements are based on current expectations, estimates, and assumptions involving risks and
uncertainties that could cause actual outcomes and results to differ materially from those anticipated by these forward-looking statements. Readers are cautioned not to place undue reliance on these forward-looking statements.
Risks and uncertainties related to the proposed
spin-off
include, but are not limited to: uncertainties as to whether
the
spin-off
will be completed and the timing thereof; the possibility that various conditions to the completion of the
spin-off
may not be satisfied or waived; the
possibility that the
spin-off
will not qualify for the expected
tax-free
treatment for U.S. federal income tax purposes; the risk that the
spin-off
may be more difficult, time-consuming, or costly than expected, including the impact on Flex Ltd.’s (“Flex”) resources, systems, procedures, and controls; the possibility that the
strategic, operational, and financial benefits of the
spin-off
may not be achieved or may take longer to achieve than expected; the failure to obtain, or delays in obtaining, required legal, regulatory or
other approvals necessary to complete the
spin-off;
disruption from the
spin-off,
including potential adverse effects on relationships with customers, suppliers,
employees, and other business partners; competitive responses to the announcement or completion of the
spin-off;
diversion of management’s attention from ongoing business operations; the possibility of
disputes, litigation, or unanticipated costs in connection with the
spin-off;
uncertainty regarding the financial performance of either company following the
spin-off;
negative effects of the announcement or pendency of the
spin-off
on the market price of Flex’s securities and/or on Flex’s financial performance; the ability to achieve anticipated capital
structures, credit ratings, and financing in connection with the
spin-off;
the ability to retain key personnel; impacts of geopolitical conflicts; and any changes in general economic and/or industry-specific
conditions. Additional information concerning risks relating to our business is described under “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our most
recent Annual Report on Form
10-K
and in our subsequent filings with the U.S. Securities and Exchange Commission (the “SEC”). All forward-looking statements are made as of the date hereof, and Flex
assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law.
Important Information and Where to Find It
In connection with the proposed spin-off, Flex has filed relevant materials with the SEC, including, among other filings, a proxy statement on Schedule 14A on
October 5, 2026. The proxy statement has been mailed or otherwise disseminated to shareholders of Flex seeking their approval of the
spin-off-related
proposals. In
addition, a registration statement on Form 10 (the “Form 10”) has been filed with the SEC by Axiom Solutions International, Inc. (‘‘Axiom”) with respect to its common stock. This communication is not a substitute for
the proxy statement and Form 10 or any other document that may be filed with the SEC by Flex or Axiom. INVESTORS AND SECURITY HOLDERS ARE URGED TO READ THE PROXY STATEMENT, THE FORM 10 AND ANY OTHER RELEVANT DOCUMENTS THAT HAVE BEEN FILED OR WILL BE
FILED BY EACH OF FLEX AND AXIOM WITH THE SEC IN CONNECTION WITH THE PROPOSED SPIN-OFF (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) CAREFULLY AND IN THEIR ENTIRETY BECAUSE THEY CONTAIN OR WILL CONTAIN IMPORTANT INFORMATION ABOUT FLEX, AXIOM, THE
PROPOSED
SPIN-OFF
AND RELATED MATTERS. Investors are able to obtain free copies of the proxy statement and Form 10 and other relevant documents (when they become available) that have been or will be filed by
each of Flex and Axiom with the SEC on the SEC’s website at
http://www.sec.gov
.
Investors also are able to obtain free copies of the proxy statement and other relevant documents filed by Flex with the SEC from the
investor relations page on Flex’s website at investors.flex.com.
SOURCE Flex