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Barchart
Ebube Jones

Jabil Shares Jumped on Earnings as AI Demand Boosts Its Business. JBL Stock Is No Longer Cheap.

Jabil JBL

Artificial intelligence (AI) infrastructure spending is picking up faster than many expected. What was earlier seen at about $600 billion for 2026 has now been revised to around $750 billion, showing a 67% jump. That money is flowing straight into companies that build and support data centers, with demand rising across the board.

Semiconductor revenue has already crossed $1 trillion in 2026, mostly driven by AI, while manufacturers tied to cloud and data centers are seeing steady growth. The electronics manufacturing services market is also expected to reach $853 billion by 2030, with AI leading that expansion.

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