Jabil Brings the Latest Support for AI and These Holdings
Engineering and manufacturing solutions company sees continued data center and cloud growth in the coming year.
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As part of our effort to continually “connect the dots,” we are digging into this morning’s earnings report and guidance from Jabil (JBL) , an engineering and manufacturing solutions company. We are doing so because of the end markets it touches, which include Cloud & Data Center Infrastructure as part of its Intelligent Infrastructure segment. Customers for that reportable segment include Amazon (AMZN) , Nvidia (NVDA) , and Meta (META) .
For the August quarter end, revenue for Jabil’s Intelligent Infrastructure segment grew 62% year over year to ~$3.74 billion. Looking back over the last few quarters, that level of year-over-year growth was a much quicker pace compared to 51% in the May 2025 quarter and 18% in the February 2025 quarter.
Looking ahead, Jabil sees the strength in its Cloud & Data Center Infrastructure segment continuing over the coming 12 months, which lines up with the company’s fiscal 2026. For that period, it currently sees demand from that end market rising 24% year over year to $9.2 billion, double what it was in fiscal year 2024.
We see this as a nice confirmation point for ramping AI and data center capital spending, which should translate into higher chip demand for Nvidia and Marvell (MRVL) .
During Jabil’s earnings call, we will want to hear what it has to say about its Networking & Communications end market, which makes up one of the other parts of its Intelligent Infrastructure segment. And while Jabil served up an annual outlook for Cloud & Data Center Infrastructure, we’ll be interested in quarterly cadence comments for those end markets and others made during this morning’s conference call.
At the time of publication, TheStreet Pro Portfolio was long AMZN, NVDA, META and MRVL.
