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The contract manufacturing company Jabil (JBL, i) is well diversified with 100 locations and numerous end markets. Above all, the strong AI business remains the growth engine for the "Intelligent Infrastructure" segment, which has grown by 51% again. The AI forecast has been raised from $7.5 billion to $8.5 billion, thus increasing by over 50% year-on-year. With an investment of $500 million, a new production site in the southeastern USA for cloud and AI data center infrastructure is planned to be operational by mid-2026. There will likely...
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