The Secret Winners of the AI Boom – Why Now the Suppliers are Cashing In!
Reading Time: 3 minutes
Artificial Intelligence has entered its second phase in 2026 – and this is no longer about chip designers, but rather the engine room of the industry. While Alphabet, Amazon, Meta, and Microsoft will pump around $700 billion into new data centers this year, it is primarily those companies that provide the physical infrastructure behind them that are cashing in. The resulting shortage of components has been termed a "century flood" by Apple CEO Tim Cook. At the center is the contract manufacturer Jabil. Once a circuit board manufacturer, the company...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
