# Who does Jabil pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/jabil · Facet: suppliers · Updated: 2026-09-23T08:29:49.621+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Jabil discloses no named confirmed suppliers/cost counterparties; 2 relationships are tracked as undisclosed/aggregate. Per the valuechain.wiki graph: 2 cost edges, backed by 1 dated sources, 1 of them primary filings (as of 2026-09-23).

### AI 데이터센터 캐파 투자 ($500M·인도 아다니 합작) (high)
- metric: Amount $500M · 미 데이터센터 투자
- note: A capacity bet on AI infrastructure — Jabil is investing $500M in a Southeast-US cloud/AI data-center facility (live mid-2026) and pursuing an AI data-center JV with Adani in India. It is upfront investment to re-shape low-margin EMS toward high-growth, higher-mix AI infrastructure, with meaningful contribution expected largely from 2027.
- [confirms] Korea IT Industry News (KO, news, published 2026-03-20) https://www.koreaiin.com/news/897076: "Expanding AI data-center infrastructure incl. Adani JV in India"
- [confirms] FreightWaves (EN, news, published 2025-06-17) https://www.freightwaves.com/news/apple-supplier-jabil-plans-500m-venture-to-build-ai-data-centers: "$500M Southeast-US cloud/AI data-center investment (live mid-2026)"

### 반도체·전자부품 공급사 (매입원가) (high)
- metric: ratio 91 pct_of_revenue · FY2025 매출원가율
- note: The root of thin EMS margins — semiconductor and component purchases make up most of the FY2025 cost of revenue of $27.2bn (91% of sales), holding gross margin at 8.9%. Profit is hard without scale, and component shortages or price moves are direct margin risks, mitigated by early buying.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-20) https://www.sec.gov/Archives/edgar/data/898293/000162828025045293/jbl-20250831.htm: "FY2025 cost of revenue $27.2bn (91% of sales), gross profit $2.646bn (8.9% GM)"

### 글로벌 제조 인력·설비 (mid)
- note: The other axis of thin margin — Jabil runs labor-intensive assembly across a footprint spanning the Americas, Asia and India. Fixed labor and facility costs must be offset by utilization to earn a profit, and geographic diversification also hedges tariff and export-control risk.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-20) https://www.sec.gov/Archives/edgar/data/898293/000162828025045293/jbl-20250831.htm: "Operates a globally diversified manufacturing footprint and workforce"

Reverse side: https://valuechain.wiki/jabil/customers.md · Ripple: https://valuechain.wiki/jabil/ripple.md

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Full node: https://valuechain.wiki/jabil.md · JSON: https://valuechain.wiki/jabil.json