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Jabil, Inc. (JBL) is investing $500 million in a multi-year expansion of its manufacturing footprint in the Southeast U.S. to capitalize on the booming AI data-center infrastructure market, projected to grow from $13.62 billion in 2025 to $60.49 billion by 2030, at a CAGR of 28.3%, according to Grandview Research.
In fiscal year 2025, Jabil expects to generate $7.1 billion in revenue from the data-center vertical, marking a 54% increase year-over-year. The company’s acquisition of Mikros Technologies enhances its liquid cooling capabilities, while a partnership with Endeavour Energy LLC supports on-demand data center capacity, mitigating upfront investment costs.
Jabil’s stock has risen 92.9% over the past year, although this growth lags behind the Electronic Manufacturing Services industry average of 111.2%. The company’s shares trade at a forward price/earnings ratio of 18.94, below the industry’s 22.18.
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