Jabil Inc
JBLQ1 2023(JBL Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$265.6M
AI Revenue (Q)
$169.5M
Total Revenue (Q)
$8.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (Feb 28, 2023): EMS $4,051M, DMS $4,083M, Total $8,134M. No AI-specific disclosure. AI infrastructure demand beginning to build but not yet reflected in Jabil's segment disclosures. Maintaining 2% estimate. ~$163M / $8,134M = 2.0%.
Analyzed by claude-opus-4-6
Quoted Figures
EMS $4,051M, DMS $4,083M, Total $8,134M
10-Q, February 28, 2023, 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