Arrow Electronics, Inc.
ARWQ1 2023(ARW Q4 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$39.4M
AI Revenue (Q)
$46.3M
Total Revenue (Q)
$9.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 / full year FY2022 (ended December 31, 2022). The 10-K mentions Arrow's role in 'industrial automation, edge and cloud computing, smart and connected devices, and transportation' but makes zero references to AI, machine learning, or GPU distribution. FY2022 total revenue was approximately $37.1B. Global Components = ~$28.9B (78%), of which semiconductors = ~$22.9B (79% of components). Global ECS = ~$8.2B (22%). ECS includes datacenter (26%), cloud, security, etc. -- no AI-specific breakdown. Arrow distributes semiconductors from hundreds of suppliers, but AI-dedicated chips (GPUs for training/inference) are primarily sold through direct channels by NVIDIA and AMD. Arrow's AI exposure is limited to edge AI modules and some embedded inference processors. Conservative estimate: 0.5% of total revenue = ~$185M. Math: $37,100M x 0.005 = $185M.
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; approximately 13% consist of passive, electro-mechanical, and interconnect products
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 solutionsGlobal ECS data intelligence (subset of ECS)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix