Ingram Micro Holding Corp

Ingram Micro is a global IT distribution company. The Q1 FY2024 10-Q (Sep 28, 2024) contains only a balance sheet (total assets $18.56B) and risk factors — no income statement or MD&A with revenue detail is present in the truncated filing. The company does not report an AI-specific segment; its four reportable segments are geographic (North America, EMEA, Asia-Pacific, Latin America). As a major IT distributor, Ingram Micro distributes AI-related hardware (servers, GPUs, networking equipment from vendors like NVIDIA, AMD, etc.) and cloud solutions, but the company does not disclose what portion of its ~$12B quarterly revenue comes from AI-specific products. At this early stage (pre-IPO, fiscal Q1 2024), AI hardware distribution was still nascent relative to Ingram Micro's massive traditional IT distribution business. Conservatively estimating 3% based on the small but growing share of AI servers and GPU shipments within their advanced solutions portfolio.