Arrow Electronics, Inc.
ARWQ2 2022(ARW Q1 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$36.3M
AI Revenue (Q)
$45.4M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q1 FY2022 (ended July 2, 2022) predates the generative AI boom. Arrow is a broad-based electronics distributor with two segments: Global Components (~78% of sales, distributing semiconductors, IP&E, etc.) and Global ECS (~22%, enterprise computing solutions). The filing contains zero mentions of 'artificial intelligence,' 'AI,' 'machine learning,' or 'GPU.' At this time, AI chip distribution was minimal -- NVIDIA data center GPUs were sold primarily direct to hyperscalers, not through distributors. Arrow's AI-adjacent revenue was limited to edge/embedded AI components (NVIDIA Jetson, Intel Movidius) and early cloud/analytics infrastructure. Based on industry data, AI-specific chip demand through distribution was <1% of total semiconductor sales in early 2022. Arrow's total quarterly revenue was approximately $9.3B (from FY2022 annual ~$37.1B / 4). Conservative estimate: ~0.5% of revenue was AI-specific.
Analyzed by claude-opus-4-6
Quoted Figures
For 2022, approximately 78% of the company's sales were from the global components business segment, and approximately 22% of the company's sales were from the global ECS business segment.
10-K FY2022, Item 1 Business
Within the global components business segment for 2022, net sales of approximately 79% consist of semiconductor products and related services
10-K FY2022, Item 1 Business
AI Products Identified (Ring 1)
Edge AI chips (NVIDIA Jetson)Intel AI inference chips
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Global Components semiconductor distributionGlobal ECS datacenter solutions
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix