Intel
INTCQ3 2022(INTC Q2 FY2022)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$3.2B
AI Revenue (Q)
$458.8M
Total Revenue (Q)
$18.4B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2022 (three months ended Oct 1, 2022). Total net revenue: $15,338M (derived: $49,012M nine-month cumulative minus $33,674M six-month cumulative). DCAI Q2 standalone: $4,209M (derived: $14,892M nine-month minus $10,683M six-month). AXG Q2: $185M (derived: $590M - $405M). Mobileye Q2: $450M (derived: $1,304M - $854M). Same methodology as Q1. Gaudi still pre-revenue/negligible. Mobileye AI portion ~$225M. AXG AI portion ~$25M. Xeon AI inference ~$100M. Total AI ~$350M. AI%: $350M / $15,338M = 2.3%, rounded to 2.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Nine months ended Oct 1, 2022: Total net revenue $49,012M; DCAI $14,892M; AXG $590M; Mobileye $1,304M
10-Q for period ending Oct 1, 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