[The Exiled]

nVidia CEO confirms RTX 40-series "Ada" reveal in September, launch aimed at not cannibalizing "Ampere"

nVidia CEO Jen Hsun Huang, in his Q2 Fiscal-2023 Results call confirmed that the company's next-generation GeForce RTX 40-series graphics cards could be revealed at GTC Fall 2022, to be held next month in September. nVidia's launch of the RTX 40-series "Ada" will be unlike those of the previous few generations, despite retaining a "top-down" launch cycle (of launching high-end SKUs first). CEO Jen Hsun says that the first products will be "layered on top" of the current-generation "Ampere" products, so they don't cannibalize the sales of current-generation products.

"Ampere is the most popular GPU we've ever created. It is in the top 15 most popular gaming GPUs on Steam. And it remains the best GPUs in the world, and it will be very successful for some time. However, we do have exciting new next-generation coming and it's going to be layered on top of that. And so, we've taken—we've done two things. We've reduced sell-in to let channel inventory correct and we've implemented programs with our partners to price position the products in the channel in preparation for our next generation," said CEO Jen Hsun Huang. This could mean that the RTX 40-series could see a ramp-up to the various mainstream market segments, and gain volumes from them, only in 2023. The remainder of 2022 could see a high-end debut of the RTX 40-series, selling alongside attractively priced RTX 30-series cards. nVidia stares at slow demand in the "gaming segment" (read: demand from cryptocurrency miners for gaming graphics cards); with the recent crash in the crypto-currency market, leading to miners flooding the market with used graphics cards that some consumers may be willing to pick up. This puts nVidia's board partners in competition with the miners at pricing; and has impact nVidia's gaming revenue and guidance over the past couple of quarters. From today's release, it looks like NVIDIA expects the slip to wane only by the end of the year.

Izvor: TechPowerUp