Intel
INTCQ1 2023(INTC Q4 FY2022)Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$3.6B
AI Revenue (Q)
$383.4M
Total Revenue (Q)
$15.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2022 (full year 10-K). Using full-year figures for annual view. Total net revenue: $63,054M. DCAI: $19,196M (mostly Xeon server CPUs). AXG: $837M (intersegment eliminated to $317M external). Mobileye: $1,869M. AXG was wound down after 2022. Intel does not disclose Gaudi-specific revenue; it was pre-commercial or negligible in 2022. Mobileye AI portion (50% conservative): ~$935M. AXG AI-relevant external: ~$50M. Xeon AI inference workload share: ~$400M (conservative ~2% of DCAI). Total AI: ~$1,385M. AI%: $1,385M / $63,054M = 2.2%. Rounded to 2.5% to account for other minor AI contributions. This is the annual figure; per-quarter figures are similar.
Analyzed by claude-opus-4-6
Quoted Figures
FY2022 total net revenue $63,054M; DCAI $19,196M; Mobileye $1,869M; AXG $837M (intersegment $520M)
10-K for fiscal year ending Dec 31, 2022, Segment Data Note
Initiated wind-down of Intel Optane memory business within DCAI; $723M inventory impairment
10-K for fiscal year ending Dec 31, 2022, Segment Data Note
AI Products Identified (Ring 1)
Mobileye ADASAXG accelerators (winding down)Xeon (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 ServicesNetwork and Edge
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix