Flex Teams Up with AMD to Boost US AI Infrastructure Buildout

The partnership aims to support current and future AMD Instinct GPU platforms to address growing demand for large-scale AI deployments.

Published on Mar. 2, 2026

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Flex Ltd. (FLEX) stock rose on news of a collaboration with Advanced Micro Devices Inc. (AMD) to enhance U.S. manufacturing capabilities for AMD's Instinct MI355X GPU platforms. The partnership includes assembling eight AMD Instinct GPUs and essential components into a high-density system design at Flex's Austin, Texas headquarters, with production already underway and a volume ramp expected next quarter. This deal reinforces Flex's role as a U.S.-based manufacturer for advanced AI infrastructure and could support incremental volume as hyperscalers and enterprises expand deployments.

Why it matters

The collaboration between Flex and AMD aims to boost domestic AI capacity and support the growing demand for large-scale AI deployments in data centers. As a U.S.-based manufacturer, Flex's involvement in this partnership could strengthen the country's AI infrastructure and reduce reliance on overseas production.

The details

Flex has initiated U.S.-based manufacturing for AMD's Instinct MI355X GPU platforms, with production already underway at its Austin, Texas headquarters. The partnership includes assembling eight AMD Instinct GPUs and essential components into a high-density system design, which will undergo rigorous testing and validation. This collaboration aims to support not only the current generation of AMD Instinct products but also future AMD Instinct platforms.

  • Production has already begun at Flex's Austin, Texas facility.
  • A volume ramp for the AMD Instinct GPU platforms is expected next quarter.

The players

Flex Ltd.

A global manufacturing services company that provides design, engineering, manufacturing, and logistics services to original equipment manufacturers.

Advanced Micro Devices Inc. (AMD)

A multinational semiconductor company that develops computer processors and related technologies for business and consumer markets.

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The takeaway

The partnership between Flex and AMD to boost domestic AI infrastructure manufacturing highlights the growing importance of localized production capabilities to support the expanding demand for large-scale AI deployments in the United States.