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tz-plus logo Jabil: Third Hyperscaler Customer and Sovereign AI Infrastructure Drive Future Growth!

J. Meyer
Reading Time: 3 minutes

We have Jabil in our US model portfolio because we can reflect the enormous demand for AI infrastructure with this contract manufacturer. Jabil produces racks, servers, network equipment, and now also cooling systems. The acquisition of Hanley also covers lucrative power management. This developed focus on highly complex end-to-end solutions with thousands of engineers in recent years makes the company indispensable. In the field of humanoids, they will also participate as a manufacturer and user. The current numbers and especially the statements...

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