In the Intersection of the Megatrends AI Infrastructure and Robotics. Why the Stock Should Take Off!
As a contract manufacturer, Jabil is in the intersection of the two megatrends AI infrastructure and robotics.
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The results of major tech companies such as Amazon, Microsoft, Alphabet, and Meta have once again shown that investments in AI infrastructure continue unabated and are even expected to increase in 2026. At the same time, the robotics story is taking shape, as Tesla is set to present Optimus V3 in the first quarter of 2026, aiming to ramp up production to 1 million units per year, while Amazon is targeting the elimination of 600,000 jobs thanks to robots. In the intersection of these megatrends lies the contract manufacturer Jabil. What I like! ...
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