JBLJabil Inc.

“in networking and communications, we now anticipate revenue will be approximately $400 million higher for the year coming in at $3.1 billion, reflecting stronger demand and exceptional execution across our advanced AI networking programs in India. This momentum is fueled by customers investing in greater high-speed interconnect capacity to keep pace with rapidly expanding AI workloads.”

“the $1.1 billion raise in Intelligent Infrastructure is quite broad-based. In cloud and DCI, the $600 million increase in September, we talked about the retrofitting of our site on the East Coast of the U.S. to accommodate liquid-cooled racks.”

“we're further increasing our fiscal 2026 AI-related revenue outlook by approximately $1 billion compared to December bringing the total to roughly $13.1 billion. This now represents a strong increase of 46% year-over-year.”

“demand tied to AI and data centers remain strong, and we now expect AI-related revenue to grow approximately 46% year-over-year to $13.1 billion in fiscal 2026.”

“we've been using AI in our operations for a while now, even before AI was actually a thing. I think that that usage is just getting deeper and deeper in terms of inspections, in terms of quality, in terms of corrective actions. If you think about the breadth of operational experience that we have in our manufacturing sites, I think we have coverage for most problems in the world in manufacturing, and we have a solution for each of those problems. And the whole database, the actual corrective actions that we can take in one place based on learning from another site and the way AI facilitates that is actually a big thing as well. And then if you add AI at a corporate level within the functions, et cetera, that's going reasonably well.”

“if you look at the devices and machines that require AI in the real world, if you think of retail warehouse robots, autonomous vehicles, drones, industrial automation systems, robotics and humanoids, all -- these are all areas that Jabil already plays in from a hardware standpoint. But if you think of all the capabilities that you need to enable to make these, what we term as, physical AI, it's sensors and vision systems. We're talking about onboard sort of compute and control hardware, connectivity, power systems, liquid cooling, turbo solutions, motion actuation related sort of subsystems, complex electromechanical assemblies.”

“Our holistic strategy here centers in capabilities our customers need versus a product focus. We now have the capability to design and deliver integrated systems at the system level, combining compute, networking, power distribution and advanced cooling, all aligned to our customers' specific requirements. This seamless integration of capabilities accelerates deployment times and reduces total cost for our customers, while leveraging our position as a U.S. domicile manufacturer, which is exactly what customers want, as demand for AI capacity continues to expand and global uncertainty continues to grow.”

“we acquired the photonics business from Intel a few years ago. And that business has done really well for us from a capability standpoint. I think you mentioned CPO. We're actually developing our capabilities across co-packaged optics, across near-pack optics, co-packaged copper. So we're going beyond just the co-packaged optics and silicon photonics piece. We're actually at OFC right now this week, and we're demonstrating our system integration capabilities. We're looking at next-gen optics from 800G to 1.6T.”

“we're not focused on individual silos or products. We're providing system integration at the system level. It's across the board. We can help with server racks, we can help with power, we can help with liquid cooling, we can help with network, switching, silicon photonics.”

“the strong demand in capital equipment continues the rapid sort of evolution that we're seeing in chip technologies, the high-performance computer, AI applications, continuing to drive demand for testing. So automated test equipment is really doing well.”

“on the networking side, the demand for high-speed interconnect continues to expand. We're looking at both Ethernet-related demand, InfiniBand-related demand, strong execution that we've had across our networking programs.”

“I think we're in close discussions with third hyperscaler. I expect some level of closure within the next few weeks, that will be a major contributor for FY '27 as well.”

“the one that I talked about a little bit earlier was robotics humanoid piece. We've started playing on the whole humanoids piece at a very early stage. And if you think of all the capabilities that we've developed over that time frame that will come together. It's going to be more a thing of the future. But when it hits, especially when the costs start coming down, I think the whole physical AI piece where it just wouldn't be a dumb robot or a dumb humanoid, it will be an intelligent humanoid.”

“physical AI is in its very early commercialization stage. There's very little real world deployment, again, depends on what your definition of physical AI is, but costs continue to remain high, complexity is very high. One good thing about Jabil is we participate at a very early stage.”

“we're seeing really good positive momentum, obviously, with hyperscalers. But on the neocloud side as well we're winning business, we're winning sort of business with high frequency sort of trade requirements as well.”

“I believe robotics and physical AI represent meaningful long-term growth opportunities for Jabil and should become increasingly important contributors to the segment's performance over the next several years.”

“our Intelligent Infrastructure segment, driven by the AI data center build-out, continues to be our growth driver in the near term”