Sanmina revenue jumps 79% to $14.53B after ZT Systems deal
Sanmina co-founder Jure Sola reported $3.86B in fourth-quarter revenue as acquisition costs and rising debt accompanied its expansion into AI infrastructure.
By RuntimeWire Staff · Published
Primary source: PR Newswire Business Technology
Why it matters
Sanmina's results show where value is moving in the AI buildout: toward the companies that can manufacture, cool, test and deliver complete systems at hyperscale. For founders and operators, the lesson is Sola's long-running one - control the difficult physical work customers cannot easily do themselves. For investors, the open question is whether ZT Systems produces durable systems margins after integration costs, debt and inventory demands are counted.
Jure Sola co-founded Sanmina, a printed circuit board manufacturer, in 1980. Forty-six years later, he remains chairman and CEO of Sanmina, which has expanded into the racks, power systems and liquid-cooled infrastructure behind AI data centers.…
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