Perfectly Positioned to Benefit from the Super-Capex Cycle of Alphabet, Amazon & Co. Three Reasons!
For me, Jabil is one of the biggest beneficiaries of the Super-Capex cycle of Alphabet, Amazon & Co.
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It was a major announcement from Alphabet and Amazon (i) in recent days. Alphabet is investing between 175 and 185 billion USD, and Amazon over 200 billion USD. Most of this will go into AI infrastructure. I see Jabil as one of the key winners. 1. Jabil is a contract manufacturer focusing on the "Smart Infrastructure" segment, producing servers, racks, liquid cooling systems, and network equipment. Given the high Capex announcements, the capacities are expected to be fully utilized. 2. The AI-related revenue is expected to grow by 35% to 12.1...
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