Intel
INTCQ3 2025(INTC Q2 FY2025)Estimated4% AI
AI Revenue %
4%
AI Fair Value
$6.8B
AI Revenue (Q)
$1.0B
Total Revenue (Q)
$25.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (three months ended Jun 28, 2025). Total net revenue: $12,859M. CCG: $7,871M. DCAI: $3,939M. Intel Foundry: $4,417M (mostly intersegment). All other: $1,053M (includes Mobileye ~$450M est., Altera pre-divestiture). DCAI now includes former NEX. Gaudi continues to struggle commercially. Intel announced intention to sell 51% of Altera in April 2025. Mobileye AI (50%): ~$225M. DCAI AI inference/accelerator (~3.5%): ~$138M. Gaudi: ~$50M. AI PC premium: ~$100M. Total AI: ~$513M. AI%: $513M / $12,859M = 4.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Q2 2025 net revenue: $12,859M; CCG $7,871M; DCAI $3,939M; All other $1,053M
10-Q for period ending Jun 28, 2025, Segment Data Note
On April 14, 2025, we entered into an agreement to sell 51% of Altera
10-Q for period ending Jun 28, 2025, Segment Data Note
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/networking (non-AI workloads)CCG client PCs (non-AI portion)Intel Foundry
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix