Flex Ltd. & Nvidia

Flex Ltd.: Flex Ltd. introduced new power solutions at Computex 2026, enhancing its portfolio for AI infrastructure and potentially boosting its market position in high-density computing.

Nvidia: Flex Ltd.'s new power shelf is designed to support NVIDIA Vera Rubin NVL72 platforms, indicating a complementary relationship that could benefit NVIDIA's AI infrastructure offerings.

Flex Ltd.: Flex Ltd. will be added to the S&P 500 index, replacing Campbell s, indicating its growing market presence and financial performance.

Nvidia: Nvidia's CEO Jensen Huang called Marvell Technology the 'next trillion-dollar company,' contributing to Marvell Technology's stock rally. Nvidia is also a rival in the custom chip market.

Flex Ltd.: Flex Ltd., as the parent company of JetCool Technologies, benefits from the launch of the liquid-cooled server solution, which leverages its global manufacturing and supply chain capabilities. This strengthens Flex Ltd.'s position in the AI infrastructure market.

Nvidia: The Dell Technologies PowerEdge XE7745 server supports up to eight high-density NVIDIA RTX PRO 6000 Blackwell GPUs, indicating Nvidia's products are integrated into the new liquid-cooled solution.