Endeavour and Jabil Announce Strategic Collaboration to Deliver Gigawatt-Scale Just-in-Time AI Infrastructure for Cloud and Hyperscale Customers | JBL Stock News

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Jul 15, 2025
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  • Endeavour and Jabil collaborate to deliver up to 2 gigawatts of AI infrastructure annually.
  • The partnership will launch a just-in-time AI infrastructure platform in Q1 2027 in the U.S.
  • Jabil (JBL, Financial) invests $500 million in domestic cloud and AI infrastructure manufacturing.

Endeavour Energy LLC and Jabil Inc. (JBL) have announced a strategic collaboration aimed at delivering modular, just-in-time AI infrastructure for cloud and hyperscale customers. This platform, which will leverage Endeavour's Edged data center technology, promises to provide up to 2 gigawatts of elastic AI infrastructure capacity per year.

The initiative seeks to significantly reduce capital requirements for deploying AI infrastructure. By aligning infrastructure delivery with real-time demand, the model aims to cut upfront investment costs by up to 90% and reduce total capital expenditure. Additionally, the commissioning process is expected to be 50-60% faster than current industry standards.

Jabil's $500 million investment in domestic cloud and AI infrastructure manufacturing underscores the importance of this collaboration. The new just-in-time platform is set to launch in the United States during the first quarter of 2027, further solidifying the partnership between Endeavour and Jabil that already spans more than a dozen Edged data centers across North America and Europe.

This collaboration represents a major advancement in AI infrastructure, catering to the growing demand in the cloud service provider sector, and is expected to deliver cost-effective and scalable infrastructure solutions tailor-made for the AI era.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.