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Jabil Inc. (NYSE:JBL) is one of the best performing S&P 500 stocks so far in 2026. On April 15, Sivers Semiconductors announced a collaboration with Jabil to develop a 1.6T linear receive optical/LRO transceiver module designed for next-gen hyperscale AI data centers. This partnership uses Sivers’ high-performance Distributed Feedback/DFB lasers to create a solution that delivers exceptional data speeds while significantly reducing power consumption.
The new module offers a 2.5x lower energy footprint compared to traditional alternatives, addressing a critical need for energy efficiency in scaling AI infrastructure. The collaboration is timed to capitalize on a rapidly expanding market, with industry reports projecting that 800G and higher-speed optical transceivers will account for 80% of the pluggable market by 2030. As data centers face increasing pressure to provide higher bandwidth without a proportional increase in power usage, Jabil intends to use Sivers’ photonics expertise to meet these performance and sustainability targets at scale.
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The 1.6T LRO transceiver is specifically engineered to support the high-density, low-power requirements essential for modern AI clusters. By combining Jabil Inc.’s (NYSE:JBL) global engineering and manufacturing capabilities with Sivers’ precision laser technology, the partners aim to accelerate the deployment of greener data economy solutions.
Jabil Inc. (NYSE:JBL) offers electronics and diversified manufacturing services, including engineering, supply chain, and production solutions across global markets through its EMS and DMS operating segments.
While we acknowledge the potential of JBL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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