Multiyear Google and other hyperscaler data-center infrastructure awards are expected to drive Cloud & Power Infrastructure revenue growth of 65%-75% in FY2027, with further acceleration in FY2028.
New Iowa capacity from the EP acquisition is being added to support Flex's modular power business.
Expanded Cerebras partnership to scale U.S. manufacturing of the CS-3 AI accelerator system, including cooling and future power work.
Advanced networking demand is expected to support communications growth through FY2028, driven by AI infrastructure spending.
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