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SAN JOSE, Calif. - Axiado Corporation announced Tuesday a collaboration with Jabil Inc. (NYSE:JBL), a prominent $21.7 billion electronic equipment manufacturer with $29.8 billion in revenue, to develop AI-driven cybersecurity solutions for server platforms, according to a press release statement. According to InvestingPro, Jabil has delivered an impressive 59% return over the past year.
The companies are showcasing their joint technology at the ongoing OCP Global Summit, which runs through October 16. Jabil is exhibiting an AMD EPYC "Turin"-based 2U platform server integrated with Axiado’s Secure Control Module (SCM3002) powered by the company’s Trusted Control/Compute Unit (TCU). InvestingPro analysis suggests the stock is currently trading above its Fair Value, with 12 additional exclusive insights available to subscribers.
The collaboration aims to demonstrate how Jabil’s Modular Hardware System (MHS) server can incorporate Axiado’s security technology without requiring extensive redesign work, potentially offering data centers and cloud providers an integrated solution for security and system management.
"Working with Jabil underscores our mission to put autonomous AI agents where they matter most, inside the silicon," said Gopi Sirineni, CEO of Axiado.
Ed Bailey, Chief Technology Officer of Intelligent Infrastructure at Jabil, stated that "Axiado’s hardware-anchored AI agents strengthen our offerings with autonomous security and system management."
The companies indicated that Axiado’s TCUs and OCP DC-SCM 2.0 compliant secure control modules are currently available for purchase.
The partnership comes as data centers face increasing security challenges with the growth of AI workloads requiring more robust protection at the hardware level.
In other recent news, Jabil reported strong fiscal fourth-quarter 2025 earnings, surpassing analysts’ expectations. The company achieved revenue of $8.3 billion, exceeding the consensus estimate of $7.6 billion and surpassing its own guidance range. Additionally, Jabil reported an adjusted earnings per share (EPS) of $3.29, beating the forecasted $2.92. Despite these positive results, UBS maintained a Neutral rating with a $230 price target for Jabil. Meanwhile, Stifel reiterated its Buy rating and set a $245 price target, citing strength in AI infrastructure as a positive factor. Jabil’s adjusted operating margin was reported at 6.3%, slightly above the expected 6.1%. These developments highlight Jabil’s financial performance amid broader market conditions.
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