Intel
INTCQ2 2023(INTC Q1 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$4.0B
AI Revenue (Q)
$351.4M
Total Revenue (Q)
$11.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (three months ended Apr 1, 2023). Total net revenue: $11,715M. DCAI: $3,718M. Mobileye: $458M. AXG segment was eliminated in 2023 reorganization (folded into 'all other' or other segments). No Gaudi revenue disclosed; product was in early sampling. Mobileye AI portion (50%): ~$229M. Xeon AI inference share (~2.5% of DCAI): ~$93M. Total AI: ~$322M. AI%: $322M / $11,715M = 2.7%. Slight increase as AI inference on Xeon grows, rounded to 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Q1 2023 net revenue: $11,715M; DCAI $3,718M; Mobileye $458M
10-Q for period ending Apr 1, 2023, Segment Data Note
AI Products Identified (Ring 1)
Mobileye ADASXeon (AI inference portion)Gaudi (pre-revenue/negligible)
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 ServicesNetwork and Edge
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix