Arrow Electronics, Inc.
ARWQ2 2023(ARW Q1 FY2023)Estimated0.7% AI
AI Revenue %
0.7%
AI Fair Value
$53.4M
AI Revenue (Q)
$61.2M
Total Revenue (Q)
$8.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (ended April 1, 2023). Total quarterly sales = $8,736M. The generative AI boom began with ChatGPT in late 2022, but the demand surge initially hit NVIDIA's direct sales channel (H100 GPUs to hyperscalers), not the distribution channel. Arrow's filings still contain no AI-specific language. However, downstream demand for AI-adjacent components (power delivery, memory, networking for AI clusters) began to increase modestly. Edge AI chip distribution also grew slightly as OEMs began embedding AI inference capabilities. Global Components ~77% = ~$6,727M, semiconductors ~76% = ~$5,113M. AI-specific fraction of semiconductor distribution: still very low (<1%). ECS data intelligence component (~6% of ECS ~$2,009M) = ~$120M, of which maybe 25% AI-related = ~$30M. Total AI estimate: ~$45M chips + ~$15M ECS = ~$60M. $60M / $8,736M = 0.69%, rounded to 0.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Sales $ 6,924,260 $ 8,736,428 (Q1 2024 vs Q1 2023)
10-Q Q1 FY2024, Consolidated Statements of Operations
AI Products Identified (Ring 1)
Edge AI chips (NVIDIA Jetson)AI inference processors
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 solutionsGlobal ECS data intelligence
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix