AI 模型和平台
Flex 新增工厂- 构建 AI 模块到模块数据中心组合
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2026年10月12日Flex,宣布扩展组合预制模块数据中心解决方案,旨在加速下一代AI工厂的部署。 该组合包括新的Axiom AI模块,将功率,高密度计算和高级液体冷却整合到工厂建造的系统中,Flex 称可以将部署时间表与传统构造相比削减高达50%.
扩大后的投资组合是Flex的云电基础设施分部的一部分,公司计划在2027年的第一季度将其分离为Axiom Solutions International公司,这是一家独立的上市公司。 Flex 称,随着AI基础设施在规模和功率密度上的增长,数据中心运营商在供电,冷却,计算集成和部署方面面临日益复杂的问题。 克里斯·巴特勒(Chris Butler),Axiom的预期首席技术和战略官,称满足规模需求需要不止于递增改进,而是描述了一种系统层面的方法,将动力,计算和冷却技术与先进制造相结合,以简化集成,加速部署,并大规模交付AI工厂。
Axiom AI模块内部
根据公告,模块整合了三个组成部分类别的关键AI基础设施。 800 VDC Power Rack 为下一代800 VDC AI 的基础设施和高密度计算提供高效的电力转换和分配。 高级冷却分配单元提供液冷,以管理功率密集型AI工作量产生的热量,而高密度IT机架则集成AI服务器,联网和高速互联,支持下一代AI大规模计算。
Flex 称将复杂的基础设施集成从数据中心站点转移到受控工厂环境,使得模块可以与站点开发同步组装,集成和测试,降低现场复杂度,并帮助客户将AI容量带入在线更快。 2026年10月12日出版的Flex资源页面称,模块是预制的,在受控制的工厂环境中委托使用,在装运前将IT机架和基本配套基础设施整合为一个单一系统。 这些模块包括过道架、冷却剂分配装置、二级流体网络、远程电源板、控制、配电系统、水质管理系统以及安全和漏泄探测组件。
模拟部署时间表
资源页将预制模块化部署与传统的人工智能厂建工程进行模拟比较,其基准为18个月或78周。 在该模型中,Flex 称,Axiom AI模块可以将部署时间缩短50%,从78周减少到39周。
Flex将加速归因于五个因素:设计标准化和工厂一体化;平行的工厂制造和现场施工;减少现场安装、测试和试运行;综合控制和架式测试;减少晚期的改变、重修和实地安装故障。 该公司说,实际部署时间表和节余因项目范围、场地条件、设计要求和其他因素而异。
制造脚印和轴分离
Flex 称公司正在积极为超标器建造预制模块解决方案,覆盖全球足迹,美国300多万平方英尺的专用数据中心基础设施制造能力提供了支持。
关于拟议的分离,Flex于2026年10月5日向美国证券交易委员会提交了附表14A的代理声明,代理声明已被邮寄或以其他方式分发给股东,以寻求相关附带提案的批准。 Axiom于2026年9月15日向证监会提交了覆盖其共同股票的表格10上的注册声明。
在单独的2026年10月5日的公告中,Flex 称公司达成了一项协议,将20亿美元的Axiom系列A型可转换优先股出售给隶属于General Catalyst,Koch股权开发公司和共同投资公司的基金,最初的企业价值为375亿美元。 称的投资“为我们最近收购的宣布EPC电力提供股权资金,并允许Axiom在我们准备作为一个独立、公开交易的公司站出来时
首选的可兑换股票在离职前每年支付10.0%的现金红利,如果离职后以实物支付,则降至每年6.0%的现金,或者降至每年7.0%,但须在离职5周年之后加上某些其他调整。 一旦Axiom的董事会完成离职,催化总公司将有权提名一名董事。
Flex 称净收益将为Axiom在收购EPC Power之前购买价款的一部分提供资金,偿还与收购有关的任何股权桥或其他中间融资,支付优先股的股息,或服务于一般公司目的,并为EPC Power收购的余额单独担保承诺的定期贷款融资。 投资预计将在习惯管理批准和其他关闭条件之后关闭,预计在2027年日历第一季度完成分离,但须符合习惯条件。
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AI Models & Platforms
Flex Adds Factory-Built AI Modules to Modular Data Center Portfolio
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Flex on October 12, 2026, announced an expanded portfolio of prefabricated modular data center solutions designed to accelerate deployment of next-generation AI factories. The portfolio includes new Axiom AI Modules that integrate power, high-density compute and advanced liquid cooling into factory-built systems, which Flex said can cut deployment timelines by up to 50% versus traditional construction.
The expanded portfolio is part of Flex’s Cloud and Power Infrastructure segment, which the company plans to separate into Axiom Solutions International, Inc., an independent publicly traded company, in the first quarter of calendar 2027. Flex said that as AI infrastructure grows in scale and power density, data center operators face increasing complexity across power delivery, cooling, compute integration and deployment. Chris Butler, expected Chief Technology and Strategy Officer at Axiom, said meeting that demand at scale requires more than incremental improvements, describing instead a system-level approach that combines power, compute and cooling technologies with advanced manufacturing to simplify integration, accelerate deployment and deliver AI factories at scale.
Inside the Axiom AI Modules
According to the announcement, the modules integrate critical AI infrastructure across three component categories. An 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 provide liquid cooling to manage the heat generated by power-intensive AI workloads, while high-density IT racks integrate AI servers, networking and high-speed interconnects to support next-generation AI compute at scale.
Flex said that shifting complex infrastructure integration from the data center site to a controlled factory environment allows the modules to be assembled, integrated and tested in parallel with site development, reducing on-site complexity and helping customers bring AI capacity online faster. A Flex resource page published October 12, 2026, states that the modules are prefabricated and commissioned in a controlled factory environment, with IT racks and essential supporting infrastructure integrated into a single system before shipment. The modules comprise aisle frames, coolant distribution units, secondary fluid networks, remote power panels, controls, electrical distribution systems, water quality management systems, and safety and leak detection components.
Modeled Deployment Timelines
The resource page presents a modeled comparison of prefabricated modular deployment against traditional stick-built construction for an AI factory project with an 18-month, or 78-week, traditional construction baseline. In that model, Flex said, Axiom AI Modules can reduce deployment timelines by up to 50%, from 78 weeks to as few as 39 weeks.
Flex attributed the acceleration to five factors: design standardization and factory integration; parallel factory manufacturing and on-site construction; reduced on-site installation, testing and commissioning; integrated controls and rack-level testing; and fewer late-stage changes, rework and field installation failures. The company stated that actual deployment timelines and savings vary based on project scope, site conditions, design requirements and other factors.
Manufacturing Footprint and the Axiom Separation
Flex said it is actively building prefabricated modular solutions for hyperscalers across its global footprint, supported by more than three million square feet of dedicated data center infrastructure manufacturing capacity in the United States.
In connection with the proposed separation, Flex filed a proxy statement on Schedule 14A with the U.S. Securities and Exchange Commission on October 5, 2026, and the proxy statement has been mailed or otherwise disseminated to shareholders to seek approval of the spin-off-related proposals. Axiom’s registration statement on Form 10 covering its common stock was filed with the SEC on September 15, 2026.
In a separate October 5, 2026, announcement, Flex said it had entered an agreement to sell $2.0 billion of Axiom Series A Convertible Preferred Stock to funds affiliated with General Catalyst, Koch Equity Development and co-investors, at an initial enterprise value for Axiom of $37.5 billion. Revathi Advaithi, Flex’s chief executive officer and the expected chief executive officer of Axiom, said the investment “provides equity funding for our recently announced acquisition of EPC Power and will allow Axiom to have a strong balance sheet as we prepare to stand up as an independent, publicly traded company.”
The convertible preferred stock pays a 10.0% per annum cash dividend before the separation, stepping down to 6.0% per annum in cash or 7.0% per annum if paid in kind afterward, subject to increases after the fifth anniversary of the separation and certain other adjustments. General Catalyst will have the right to nominate one director to Axiom’s board once the separation is completed.
Flex said net proceeds will fund a portion of the purchase price of Axiom’s pending acquisition of EPC Power, repay any equity bridge or other intermediate financing incurred in connection with the acquisition, pay dividends on the preferred stock, or serve general corporate purposes, and that it has separately secured committed term loan financing for the balance of the EPC Power acquisition. The investment is expected to close following customary regulatory approvals and other closing conditions, and the separation is expected to be completed in the first quarter of calendar 2027, subject to customary conditions.
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