Jabil Becomes a Key Supplier for Physical AI Value Creation. Intelligent Infrastructure Drives Q1 Growth to Nearly 20%. Upward Revision as Breeding Ground for Breakout.
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Jabil (JBL;i) is an "enabler" of the physical AI value creation: As a global manufacturing services corporation, Jabil is positioned in the supply chain where AI materializes in data center hardware (AI infrastructure) and in robotics/automation (including humanoids). The company has explicitly aligned its segment logic to AI/robotics starting from the last fiscal year: Jabil has restructured its reporting into three segments, including Intelligent Infrastructure (including "AI infrastructure"; Cloud/Data Center/Networking) as well as Connected...
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