Jabil Inc
JBLQ4 2021(JBL Q1 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$236.3M
AI Revenue (Q)
$151.1M
Total Revenue (Q)
$7.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Jabil reports two segments: EMS ($4,491M) and DMS ($3,837M), total $8,328M. No AI-specific revenue disclosure. EMS includes networking/storage and cloud customers, some of which involve early AI infrastructure (GPU server assembly, optical modules). Conservatively estimating ~2% of total revenue as AI-adjacent manufacturing. ~$167M / $8,328M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
EMS $4,491M, DMS $3,837M, Total $8,328M
10-Q, May 31, 2022, Segment Revenue table
AI Products Identified (Ring 1)
GPU server assemblyoptical transceiversdata center components
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.
networking and storage manufacturing5G wireless equipment
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix