AI infrastructure race shifts to Grid-to-Chip as Foxconn, Delta, Flex converge on the same track

DIGITIMESSeptember 14, 2026en

As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers, and racks to encompass grid power, thermal management, and data center electrical infrastructure. Flex's recent announcement that it has agreed to acquire US-based power conversion equipment maker EPC Power directly reflects this broader market shift.

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