Jabil: the overlooked AI infrastructure winner

As TSMC ramps AI capex, the winners won’t be just chipmakers.

Jabil sits quietly behind the AI build-out—server racks, liquid cooling, networking, and now energy management after the Hanley Energy acquisition.

With strong multi-year AI demand visibility, solid cash flow, and a still-reasonable valuation, Jabil is positioning itself as an irreplaceable partner in AI data-center infrastructure—before the next breakout is fully priced in.