Intel
INTCQ3 2023(INTC Q2 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$4.1B
AI Revenue (Q)
$351.4M
Total Revenue (Q)
$11.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (three months ended Jul 1, 2023). Total net revenue: $12,949M. DCAI: $4,004M. Mobileye: $454M. No Gaudi-specific revenue disclosed. Early Gaudi2 sampling may have generated minimal revenue. Mobileye AI portion (50%): ~$227M. Xeon AI inference (~2.5% of DCAI): ~$100M. Gaudi2 early shipments: ~$50M (generous estimate). Total AI: ~$377M. AI%: $377M / $12,949M = 2.9%, rounded to 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Q2 2023 net revenue: $12,949M; DCAI $4,004M; Mobileye $454M
10-Q for period ending Jul 1, 2023, Segment Data Note
AI Products Identified (Ring 1)
Mobileye ADASXeon (AI inference portion)Gaudi2 (early shipments)
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