Intel
INTCQ4 2025(INTC Q3 FY2025)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$7.6B
AI Revenue (Q)
$1.7B
Total Revenue (Q)
$38.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (three months ended Sep 27, 2025). Total net revenue: $13,653M. CCG: $8,535M. DCAI: $4,117M. Intel Foundry: $4,235M. All other: $993M (Mobileye deconsolidation of Altera effective Sep 12, 2025). DCAI revenue growth to $4,117M reflects higher hyperscale demand per 10-K MD&A. Server volume up 9% YoY per annual commentary. Mobileye est. ~$475M. Altera partial quarter before divestiture. Mobileye AI (50%): ~$238M. DCAI AI inference/accelerator (~4% as server AI workloads grow): ~$165M. Gaudi: ~$50M (still minimal). AI PC premium: ~$125M. Total AI: ~$578M. AI%: $578M / $13,653M = 4.2%, rounded to 4.5% as AI PC penetration and server AI workloads increase.
Analyzed by claude-opus-4-6
Quoted Figures
Q3 2025 net revenue: $13,653M; CCG $8,535M; DCAI $4,117M; All other $993M
10-Q for period ending Sep 27, 2025, Segment Data Note
Effective September 12, 2025, Altera was deconsolidated following sale of 51%
10-Q for period ending Sep 27, 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