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AI and AI hardware: supply chain stories

Every AI Supply Chain Brief story tagged “AI hardware”, newest first (2).

Flat illustration of a production line building server hardware
ManufacturingSupply chain for AI

Adani and Jabil sign up to build AI racks and servers in India

Adani Enterprises and contract manufacturer Jabil signed a non-binding memorandum of understanding on October 13 for a 50:50 joint venture to make and assemble AI racks, servers, storage, networking gear, power distribution, liquid cooling and transformers in India, plus installation and commissioning. The companies are aiming for multi-gigawatt rack capacity for Indian and export customers. No investment figure or production date was given, and the deal still needs definitive agreements and approvals.

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So whatAnother region is lining up to build AI data-center hardware, which could widen your options for racks, power and cooling over time.

Flat illustration of a factory assembling server racks
ManufacturingSupply chain for AI

Adani and Jabil plan a 50:50 AI hardware joint venture in India

Adani Enterprises and contract manufacturer Jabil signed a non-binding MoU to build and assemble AI racks, servers, storage, networking, power and liquid-cooling gear in India at multi-gigawatt scale. The deal still needs definitive agreements and approvals, and no timeline has been announced.

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So whatTreat this as a possible new source of data-center hardware supply from 2028 onward, not today's capacity.

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