Intel
INTCQ2 2025(INTC Q1 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$6.5B
AI Revenue (Q)
$509.0M
Total Revenue (Q)
$12.7B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q1 FY2025 (three months ended Mar 29, 2025). Filing contains XBRL data rather than full readable text, but segment reorganization is visible. In Q1 2025, NEX was folded into DCAI, creating a larger DCAI segment. The Q2 FY2025 filing (Jun 28, 2025) provides restated Q1 data: CCG $7,629M, DCAI $4,126M, Intel Foundry $4,667M. Implied total Intel Products: $11,755M. Mobileye and Altera in 'all other'. Using the Q2 10-Q six-month data and subtracting Q2: Six months CCG $15,500M minus Q2 $7,871M = Q1 CCG ~$7,629M. Six months DCAI $8,065M minus Q2 $3,939M = Q1 DCAI ~$4,126M. Total net revenue Q1 (six months $25,526M minus Q2 $12,859M): ~$12,667M. Mobileye Q1 est: ~$450M (from all other pattern). DCAI now includes networking. Gaudi still struggling per 10-K commentary ('lower 2025 Gaudi accelerator inventory-related charges relative to 2024'). Mobileye AI (50%): ~$225M. Xeon+networking AI inference (~3% of DCAI): ~$124M. Gaudi: ~$50M. AI PC premium: ~$75M. Total AI: ~$474M. AI%: ~3.7%, rounded to 4.0% as AI PC adoption grows.
Analyzed by claude-opus-4-6
Quoted Figures
Six months ended Jun 28, 2025: Total net revenue $25,526M; CCG $15,500M; DCAI $8,065M
10-Q for period ending Jun 28, 2025, Segment Data Note
Lower 2025 Gaudi AI accelerator inventory-related charges relative to 2024
10-K for fiscal year ending Dec 27, 2025, MD&A
AI Products Identified (Ring 1)
Mobileye ADASXeon (AI inference portion)Gaudi AI acceleratorCore Ultra NPU (AI PC)
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 PCs (non-AI portion)Intel Foundry
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix