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**Jabil Inc. (JBL)** has partnered with **Sivers Semiconductors AB** to enhance next-generation data center technology by developing ultra-high-speed, energy-efficient optical transceivers. The collaboration focuses on a **1.6-terabit Linear Receive Optical transceiver**, which is designed to achieve data transmission speeds while cutting energy consumption by up to **2.5 times** compared to current solutions. This initiative comes in response to escalating demands for **800G** and higher optical transceivers, with Jabil aiming to lead in this technology space.
This strategic move follows Jabil’s collaboration with **Axiado Corporation** to create AI-powered cybersecurity solutions for future data center servers, positioning Jabil as a key player in AI infrastructure development. Jabil’s stock has seen a **125.8% increase** over the past year, although it still trails the industry growth of **183.2%**. Current earnings estimates for Jabil show a forecasted **$12.30 per share** for fiscal 2026, a **6.2% increase** over the last 60 days.
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