Jabil Reports Sept. 24. Three Hyperscalers and $13.6B in AI Revenue Say Listen Closely.
Fiscal Q4 earnings are expected Sept. 24, and Jabil has raised its FY2026 AI revenue outlook to about $13.6B. The key is what FY2027 guidance looks like.
September 6, 2026
The $19 Billion Signal Quant Trading Is Sending to AI
Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and neoclouds.