Alliance for OpenUSD

$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) NVIDIA

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