Jabil Inc
JBLQ4 2022(JBL Q1 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$263.6M
AI Revenue (Q)
$162.7M
Total Revenue (Q)
$8.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (Nov 30, 2022): EMS $4,546M, DMS $5,089M, Total $9,635M. No AI-specific disclosure. ChatGPT launched Nov 2022 but AI hardware demand had not yet ramped in Jabil's manufacturing lines. Maintaining 2% estimate for early AI infrastructure manufacturing (GPU servers, networking). ~$193M / $9,635M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
EMS $4,546M, DMS $5,089M, Total $9,635M
10-Q, November 30, 2022, Segment Revenue table
AI Products Identified (Ring 1)
GPU server assemblydata center networking 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 manufacturingcloud infrastructure hardware
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix