Endeavour and Jabil Announce Strategic Collaboration to Deliver Gigawatt-Scale Just-in-Time AI Infrastructure for Cloud and Hyperscale Customers
Jabil (NYSE: JBL) and Endeavour Energy have announced a strategic collaboration to deliver modular, just-in-time AI infrastructure for cloud and hyperscale customers. The partnership will provide up to 2 gigawatts per year of elastic AI infrastructure capacity through Endeavour's Edged data center platform.
The collaboration combines Endeavour's next-generation technologies with Jabil's $500 million investment in domestic cloud and AI infrastructure manufacturing. The initiative promises to reduce upfront investment by up to 90%, cut total capital expenditure, and achieve 50-60% faster commissioning compared to industry standards.
The new just-in-time platform is scheduled to launch in the United States in Q1 2027, building upon the companies' existing collaboration across North America and Europe.
Jabil (NYSE: JBL) e Endeavour Energy hanno annunciato una collaborazione strategica per offrire un'infrastruttura AI modulare e just-in-time destinata a clienti cloud e hyperscale. La partnership garantirà fino a 2 gigawatt all'anno di capacità elastica di infrastruttura AI tramite la piattaforma di data center Edged di Endeavour.
La collaborazione unisce le tecnologie di nuova generazione di Endeavour con l'investimento di 500 milioni di dollari di Jabil nella produzione nazionale di infrastrutture cloud e AI. L'iniziativa mira a ridurre l'investimento iniziale fino al 90%, abbattere la spesa in conto capitale complessiva e raggiungere un tempo di messa in servizio più rapido del 50-60% rispetto agli standard del settore.
La nuova piattaforma just-in-time è prevista per il lancio negli Stati Uniti nel primo trimestre del 2027, ampliando la collaborazione già esistente tra le due aziende in Nord America ed Europa.
Jabil (NYSE: JBL) y Endeavour Energy han anunciado una colaboración estratégica para ofrecer infraestructura modular de IA just-in-time para clientes de nube y hyperscale. La asociación proporcionará hasta 2 gigavatios por año de capacidad elástica de infraestructura de IA a través de la plataforma de centros de datos Edged de Endeavour.
La colaboración combina las tecnologías de próxima generación de Endeavour con la inversión de 500 millones de dólares de Jabil en la fabricación nacional de infraestructura de nube e IA. La iniciativa promete reducir la inversión inicial hasta en un 90%, disminuir el gasto total de capital y lograr una puesta en marcha un 50-60% más rápida en comparación con los estándares de la industria.
La nueva plataforma just-in-time está programada para lanzarse en Estados Unidos en el primer trimestre de 2027, ampliando la colaboración existente entre las compañías en Norteamérica y Europa.
Jabil (NYSE: JBL)과 Endeavour Energy가 클라우드 및 하이퍼스케일 고객을 위한 모듈식 적시 AI 인프라를 제공하기 위해 전략적 협력을 발표했습니다. 이 파트너십은 Endeavour의 Edged 데이터 센터 플랫폼을 통해 연간 최대 2기가와트의 탄력적인 AI 인프라 용량을 제공합니다.
이번 협력은 Endeavour의 차세대 기술과 Jabil의 국내 클라우드 및 AI 인프라 제조에 대한 5억 달러 투자를 결합합니다. 이 이니셔티브는 초기 투자를 최대 90%까지 줄이고, 총 자본 지출을 절감하며, 업계 표준 대비 50-60% 빠른 가동을 달성할 것으로 기대됩니다.
새로운 적시 플랫폼은 2027년 1분기에 미국에서 출시될 예정이며, 북미와 유럽에서의 기존 협력을 기반으로 합니다.
Jabil (NYSE : JBL) et Endeavour Energy ont annoncé une collaboration stratégique pour fournir une infrastructure IA modulaire et juste-à-temps destinée aux clients du cloud et hyperscale. Ce partenariat offrira jusqu'à 2 gigawatts par an de capacité d'infrastructure IA élastique via la plateforme de centres de données Edged d'Endeavour.
Cette collaboration associe les technologies de nouvelle génération d'Endeavour à l'investissement de 500 millions de dollars de Jabil dans la fabrication nationale d'infrastructures cloud et IA. L'initiative vise à réduire l'investissement initial jusqu'à 90%, diminuer les dépenses en capital totales et permettre une mise en service 50-60% plus rapide que les normes du secteur.
La nouvelle plateforme juste-à-temps est prévue pour un lancement aux États-Unis au premier trimestre 2027, s'appuyant sur la collaboration existante des deux entreprises en Amérique du Nord et en Europe.
Jabil (NYSE: JBL) und Endeavour Energy haben eine strategische Zusammenarbeit angekündigt, um modulare, just-in-time KI-Infrastruktur für Cloud- und Hyperscale-Kunden bereitzustellen. Die Partnerschaft wird über die Edged-Datenzentrumsplattform von Endeavour eine elastische KI-Infrastrukturkapazität von bis zu 2 Gigawatt pro Jahr bereitstellen.
Die Zusammenarbeit vereint Endeavours Technologien der nächsten Generation mit Jabils 500 Millionen Dollar Investition in die heimische Fertigung von Cloud- und KI-Infrastruktur. Die Initiative verspricht, die Anfangsinvestitionen um bis zu 90% zu reduzieren, die gesamten Investitionskosten zu senken und eine 50-60% schnellere Inbetriebnahme im Vergleich zu Branchenstandards zu erreichen.
Die neue just-in-time Plattform soll im ersten Quartal 2027 in den USA starten und baut auf der bestehenden Zusammenarbeit der Unternehmen in Nordamerika und Europa auf.
- Potential to deliver up to 2 gigawatts per year of AI infrastructure capacity
- Reduces upfront investment costs by up to 90%
- Achieves 50-60% faster commissioning than industry standards
- Leverages Jabil's $500 million investment in domestic manufacturing
- Expands existing successful partnership with dozen operational data centers
- Extended timeline with platform launch not until Q1 2027
- Significant capital commitment required for manufacturing infrastructure
- Dependency on projected AI infrastructure demand materializing
Insights
Jabil's collaboration with Endeavour creates significant AI infrastructure revenue stream while reducing capital risks through just-in-time delivery model.
This strategic collaboration positions Jabil (JBL) as a key manufacturing partner in the rapidly growing AI infrastructure market. The agreement to deliver up to
The partnership's just-in-time (JIT) delivery model transforms the traditional data center business approach by reducing upfront capital requirements by up to
From a competitive standpoint, this waterless, grid-agnostic modular solution specifically targeting AI workloads differentiates Jabil from traditional manufacturing competitors. The collaboration enhances Jabil's position in the high-growth AI infrastructure supply chain, though actual revenue impact remains quantitatively undefined.
While the timeline (Q1 2027 launch) indicates this won't affect near-term earnings, the partnership aligns with secular growth trends in AI infrastructure spending. The collaboration represents a strategic enhancement to Jabil's manufacturing portfolio by addressing specialized high-density computing needs that command premium margins compared to traditional electronics manufacturing.
The modular approach reflects industry recognition that traditional data center deployment cycles can't keep pace with rapidly evolving AI computing demands, creating opportunity for suppliers offering flexible, responsive infrastructure solutions.
New model drives cost-effective, on-demand scalability to accelerate AI outcomes
By combining Endeavour's next-generation technologies and data center design with Jabil's manufacturing and global supply chain orchestration solutions, this collaboration enables dynamic, demand-responsive delivery of advanced waterless and grid agnostic critical infrastructure purpose-built for the power, density, and performance demands of the AI era.
Delivered through Endeavour's ultra-efficient Edged data center platform, the expanded collaboration with Jabil is expected to provide up to 2 gigawatts per year of elastic AI infrastructure capacity. By aligning infrastructure delivery with real-time demand, this innovative model seeks to eliminate capacity bottlenecks, reduces the risk of overbuild, cuts upfront investment by up to
''This collaboration represents the latest, and most critical, step in a 30-year journey in data center infrastructure," said Jakob Carnemark, Founder and Chief Executive Officer of Endeavour. "Our just-in-time model shifts the industry away from large, up-front capital investments based on current assumptions and long-range forecasts toward a more precise, incremental, and demand-driven approach. For our customers, this will materially improve capital efficiency, reduce risk, and accelerate time to value – while delivering the flexibility to respond dynamically to sudden shifts in the AI landscape."
This strategic initiative unites Endeavour's long-standing investment in
"By combining Endeavour's purpose-built technology stack and development expertise with Jabil's precision manufacturing, global sourcing, and supply chain execution, we're delivering a data center platform tailor-made for the fast-changing age of AI," said Matt Crowley, Executive Vice President of Global Business Units at Jabil. "By simultaneously addressing both the technological and business challenges our customers face in the AI era, we're ensuring that critical infrastructure accelerates, rather than constrains, the pace of innovation."
Unlike conventional data center design and delivery models, which are constrained by lengthy development cycles and inflexible designs that struggle to keep pace with evolving load patterns and fluctuating demand, this initiative enables rapid, demand-responsive commissioning that is 50
Endeavour and Jabil have collaborated on more than a dozen Edged data centers currently operational or under construction across
For more information about locations and available capacity, contact info@edgedinfrastructure.com.
About Endeavour
Endeavour is an innovation platform purpose-built to support the reliable, rapid growth and sustainable operations of global cloud and logistics companies. It develops and scales distributed energy, water and IT infrastructure with cloud companies. The company's Edged platform is a vertically integrated global portfolio of on-demand data centers optimized for high-performance compute workloads and inference at the edge. Edged data centers feature advanced waterless cooling and an average design PUE of 1.15 portfolio wide, saving energy and millions of gallons of water annually. For more information, visit www.endeavourii.com and www.edgedenergy.com.
About Jabil
At Jabil (NYSE: JBL), we are proud to be a trusted partner for the world's top brands, offering comprehensive engineering, supply chain, and manufacturing solutions. With over 50 years of experience across industries and a vast network of over 100 sites worldwide, Jabil combines global reach with local expertise to deliver both scalable and customized solutions. Our commitment extends beyond business success as we strive to build sustainable processes that minimize environmental impact and foster vibrant and diverse communities around the globe. Discover more at www.jabil.com.
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SOURCE Endeavour Energy, LLC
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