Jabil, Inc. JBL is benefiting from strong momentum in its Intelligent Infrastructure segment, driven primarily by accelerating AI-related investments and robust hyperscale data center demand. In the second quarter of fiscal 2026, revenues from the segment surged 52% year over year to $4 billion, fueled by broad-based strength across cloud & data center infrastructure, networking & communications, and capital equipment end markets.
The cloud & data center infrastructure portfolio remains the biggest growth engine. It is witnessing strong demand for AI server racks, liquid cooling systems, power infrastructure solutions and advanced compute integration services as hyperscalers continue expanding AI-data center capacity.
Increasing deployment of high-speed AI networking infrastructure, including Ethernet and InfiniBand interconnect solutions, is driving growth in the Networking & Communications vertical. It is seeing robust traction across advanced AI networking programs in India. Healthy demand for automated test equipment is driving demand in the Capital Equipment vertical.
Moreover, the company continues to aggressively expand its manufacturing capabilities to capitalize on these high-growth opportunities. Jabil’s competitive advantage comes from offering integrated AI infrastructure solutions, including compute, networking, power distribution and advanced cooling systems. It now expects Intelligent Infrastructure revenues to reach approximately $16.5 billion in fiscal 2026, representing 34% year-over-year growth.
