The hidden manufacturing race to build the physical backbone of AI
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- Jabil’s Q3 fiscal 2026 revenue reached $8.8 billion, with management signaling strong future demand for AI-native infrastructure and cooling systems.
- The company reported U.S. GAAP operating income of $445 million and core diluted earnings per share of $3.16, as it pivots toward high-speed AI interconnects.
- The broader sector faces a structural shift as contract manufacturers race to expand domestic capacity for power-intensive, liquid-cooled data center hardware.
