NVIDIA RTX Ada GPUs and Financial Overview
$2,042
$1,574
$1,831
$2,240
Gaming
22% Y/Y
and
11% Q/Q
$2,486
Highlights
Growth fueled by GeForce RTX 40 series GPUs for laptops and
desktops
Large upgrade opportunity ahead: just 47% of installed base have
upgraded to RTX; ~20% have a GPU with RTX 3060 or higher
NVIDIA GPU-powered laptops have gained in popularity; shipments
now outpace desktop GPUs in several regions around the world
Likely to shift overall Gaming seasonality a bit, with Q2 and Q3
stronger, reflecting the back-to-school and holiday build schedules
RTX/DLSS ecosystem continues to expand; 35 new games added
DLSS support, including Diablo IV and Baldur's Gate 3; there are
now over 330 RTX accelerated games and apps
Bringing generative Al to gaming with NVIDIA Avatar Cloud Engine
(ACE) for Games
Q2 FY23
Q3 FY23
Q4 FY23
Q1 FY24
Q2 FY24
Revenue ($M)
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