Third hyperscaler customer win in data center infrastructure is expected to begin ramping in fiscal 2027 and expand across Jabil's data-center stack.
North Carolina facility is expected to be fully ramped by January, with one customer booked and run-rate revenue stepping from $1 billion to $3 billion over three years.
Jabil and Adani Enterprises are targeting a strategic alliance to build a multi-gigawatt AI data-center infrastructure manufacturing platform in India, with meaningful contribution expected around fiscal 2028.
Management expects fiscal 2027 AI-related revenue growth to be similar in percentage terms to fiscal 2026, despite a much larger revenue base.
Jabil is adding about 10% incremental global footprint through new buildings, locations, and expansions to support AI-related demand.
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