Jabil Inc

FY2024 10-K (Aug 31, 2024): Total revenue $28,883M. Q4 derived: $28,883M - $21,919M (9-month) = $6,964M. The 10-K announces new segment structure effective Sep 1, 2024, with 'Intelligent Infrastructure' segment 'focused on the modern digital ecosystem including artificial intelligence (AI) infrastructure' covering 'capital equipment, cloud and data center infrastructure, and networking and communications.' FY2024 Intelligent Infrastructure full-year revenue (restated) = $9,197M out of $28,883M = 31.8%. Not all of this segment is AI-specific -- it includes traditional networking and semi-cap equipment. Conservatively, ~30-35% of the Intelligent Infrastructure segment is AI-driven at this point. That gives roughly $2,759M-$3,219M AI revenue for the full year, or about 10-11% of total revenue. For Q4 FY2024, estimating 10%. ~$696M / $6,964M = 10.0%.