Jabil: Sovereign AI Infrastructure is Now the Major Growth Topic for the Contract Manufacturer - Completely Unexpected!

Jabil raised its outlook again on June 17, 2026 – in the US model portfolio, we are nearly 200% ahead. The EPS is expected to reach $12.70 instead of $12.25, and the AI revenue is projected to be about $500 million higher at $13.6 billion. However, the big highlight that I believe the company revealed in the conference call underpins the growth from 2028 onwards. The growth profile is being sharpened, as the stock market did not anticipate: Sovereign AI infrastructure – local production – will become increasingly important in the future....