Intel
INTCQ2 2022(INTC Q1 FY2022)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$3.1B
AI Revenue (Q)
$458.8M
Total Revenue (Q)
$18.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2022 (three months ended Jul 2, 2022). Total net revenue: $15,321M. DCAI revenue: $4,649M (traditional Xeon server CPUs dominate). AXG revenue: $186M (includes Intel Arc GPUs and HPC accelerators, partially AI-relevant). Mobileye revenue: $460M (ADAS/autonomous driving, AI-powered computer vision). Intel does not disclose AI-specific revenue within DCAI. Gaudi AI accelerators were pre-revenue or negligible at this point. Conservative AI estimate: Mobileye $460M is AI-adjacent (ADAS uses deep learning) but most revenue is from legacy ADAS, not full AI autonomy — attribute ~50% = $230M. AXG partial AI contribution ~$30M. Gaudi ~$0. Small Xeon AI inference workload premium ~$100M. Total AI estimate: ~$360M. AI Revenue %: $360M / $15,321M = 2.3%, rounded to 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Total net revenue $15,321M; DCAI $4,649M; AXG $186M; Mobileye $460M
10-Q for period ending Jul 2, 2022, Segment Data Note
AXG intersegment revenue ($126M), so external AXG revenue ~$60M
10-Q for period ending Jul 2, 2022, Segment Data Note
AI Products Identified (Ring 1)
Mobileye ADASAXG acceleratorsXeon (AI inference portion)
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.
DCAI server CPUs (non-AI workloads)CCG client PCsIntel Foundry Services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix