Jabil: The Winner of the AI Inference Age Increases the 2026 Forecast. The Next Major Trend of "Physical AI" is on the Horizon!

Jabil is the contract manufacturer of the hour for servers, racks, liquid cooling, and even offers energy management solutions through the acquisition of the Hanley Group. At the GTC, NVIDIA CEO Huang announced the beginning of the AI inference age on Monday. The exponentially growing demand for computing power will ensure that Jabil's capacities are fully utilized. New Forecast for 2026 With revenue of $8.3 billion and a core EPS of $2.69, expectations were shattered. The Intelligent Infrastructure segment exploded by 52% year-over-year to $4...