Intel
INTCQ4 2023(INTC Q3 FY2023)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$4.3B
AI Revenue (Q)
$424.7M
Total Revenue (Q)
$14.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2023 (three months ended Sep 30, 2023). Total net revenue: $14,158M. DCAI: $3,814M. Mobileye: $530M. Gaudi2 was commercially available but uptake was slow vs NVIDIA H100. No specific Gaudi revenue disclosed in filings. Mobileye AI portion (50%): ~$265M. Xeon AI inference (~3% of DCAI as AI workloads grow): ~$114M. Gaudi2: ~$50M (conservative). Total AI: ~$429M. AI%: $429M / $14,158M = 3.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Q3 2023 net revenue: $14,158M; DCAI $3,814M; Mobileye $530M
10-Q for period ending Sep 30, 2023, Segment Data Note
AI Products Identified (Ring 1)
Mobileye ADASXeon (AI inference portion)Gaudi2 AI accelerator
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