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

Rhea-AI Summary

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.

Positive

• 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

Negative

• Extended timeline with platform launch not until Q1 2027
• Significant capital commitment required for manufacturing infrastructure
• Dependency on projected AI infrastructure demand materializing

Insights

Manufacturing and Technology Infrastructure Specialist

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 2 gigawatts of annual AI-ready data center capacity represents a substantial new revenue stream leveraging Jabil's $500 million domestic manufacturing investment announced previously.

The partnership's just-in-time (JIT) delivery model transforms the traditional data center business approach by reducing upfront capital requirements by up to 90% while accelerating deployment speeds by 50-60% compared to industry standards. This addresses a critical market need as hyperscalers and cloud providers struggle with massive capital outlays for AI infrastructure amid uncertain demand forecasting.

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

NEW YORK, July 15, 2025 /PRNewswire/ -- Endeavour Energy LLC (Endeavour), a full-stack data center infrastructure technology developer, and Jabil Inc. (NYSE: JBL), a global leader in engineering, supply chain, and manufacturing, today announced an expanded collaboration to deliver modular, just-in-time (JIT) AI-ready infrastructure.

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 90%, and drives down total capital expenditure.

''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 U.S.-based research and innovation with Jabil's recently announced $500 million commitment to domestic cloud and AI infrastructure manufacturing, expected to be operational by mid-calendar year 2026. By combining home-grown technical innovation with best-in-class manufacturing execution, the collaboration is poised to accelerate the development and deployment of next-generation infrastructure critical to sustaining American AI leadership.  

"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 50-60% faster than industry norms. For cloud service providers, this means significantly improving capacity responsiveness and accelerating time to revenue, all while maintaining the flexibility to adapt dynamically to shifting customer demand.

Endeavour and Jabil have collaborated on more than a dozen Edged data centers currently operational or under construction across North America and Europe. The new just-in-time platform will launch in the United States in Q1 2027.

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

FAQ

What is the capacity target for Jabil and Endeavour's AI infrastructure collaboration?

The collaboration aims to provide up to 2 gigawatts per year of elastic AI infrastructure capacity through Endeavour's Edged data center platform.

How much can JBL's just-in-time model reduce upfront investment costs?

The innovative model can reduce upfront investment costs by up to 90% while also lowering total capital expenditure.

When will Jabil's new AI infrastructure platform launch in the US?

The new just-in-time platform is scheduled to launch in the United States in Q1 2027.

How much is Jabil investing in domestic cloud and AI infrastructure manufacturing?

Jabil has announced a $500 million commitment to domestic cloud and AI infrastructure manufacturing, expected to be operational by mid-2026.

How much faster is the commissioning process compared to industry standards?

The initiative enables rapid, demand-responsive commissioning that is 50-60% faster than industry norms.

How many data centers have Jabil and Endeavour collaborated on so far?

The companies have collaborated on more than a dozen Edged data centers currently operational or under construction across North America and Europe.