Last quarter, NVIDIA’s gaming revenue grew 11% sequentially to $2.49 billion and 22% year over year, allowing management to announce normalization of inventory and demand levels. There is no doubt that GeForce RTX will continue to expand as ray tracing is currently only provided by graphics cards owned by 47% of NVIDIA product users.
How added NVIDIA CFO Colette Kress, so no more than 20% of the graphics cards used by this brand have a GeForce RTX 3060 or higher performance level “Possibilities for further modernization are great”.
“The demand was boosted by graphic solutions GeForce RTX 40 for desktops and laptops. End-user demand was stable and in line with seasonal trends. “We believe that global consumer demand is back on track for growth after slowing down over the past year.” – Colette Kress described the second quarter results in the gaming segment.
In the laptop segment, in anticipation of the start of the business season, demand has increased significantly, with GeForce RTX 4060 GPUs being the front runners. NVIDIA notebooks with discrete graphics are growing in popularity and are now outstripping desktop-class GPUs in some regions, the company’s chief financial officer said. . This should support gaming sales not only in the past but also in the current quarter, she believes. Laptops tend to be in high demand before the start of the school year and fall pre-Christmas sales, for which manufacturers need to stock up on GPUs in advance.