Jabil Inc. detailed its AI and diversification strategy at the J.P. Morgan Global Technology, Media and Communications Conference. AI-related revenue now accounts for 40% of the company's total business. Strong demand drives ongoing capacity expansions and margin growth.
The company is executing strategic acquisitions in the optics, cooling, and power sectors. Jabil maintains further diversification across the automotive, renewables, and healthcare markets.
Jabil is also expanding its footprint in the defense sector by providing complex electronic components and manufacturing services. This growth targets rising global defense spending and increased demand for secure communications and surveillance systems.