Jabil Inc
JBLQ2 2023(JBL Q3 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$349.5M
AI Revenue (Q)
$254.3M
Total Revenue (Q)
$8.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (May 31, 2023): EMS $4,130M, DMS $4,345M, Total $8,475M. No AI-specific disclosure. AI infrastructure demand accelerating in H1 2023 as hyperscalers ramped GPU server orders. Jabil manufactures AI server components, optical modules, and liquid cooling solutions. Slight bump to 3% as AI GPU server demand surged. ~$254M / $8,475M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
EMS $4,130M, DMS $4,345M, Total $8,475M
10-Q, May 31, 2023, Segment Revenue table
AI Products Identified (Ring 1)
GPU server assemblyAI server cooling solutionsoptical transceivers
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