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NVIDIA promises to introduce Ampere successor in gaming segment in the second half of the year

NVIDIA promises to introduce Ampere successor in gaming segment in the second half of the year

Since NVIDIA founder Jensen Huang is very tight-lipped about the timing of new products, one of the few public sources of this type of information remains comments by CFO Colette Kress.
Today she didn't let expectations slip and made it very clear that NVIDIA will introduce a new architecture in gaming segment by the end of the year.Image source: NVIDIAThe interesting thing is that the first remark on this topic during the quarterly conference Mrs.
Kress made on her own initiative, without leading questions from the analysts invited to the event.
In discussing the potential for gaming revenue decline in Q2 on a sequential basis, the CFO explained, \"We are preparing for a transition to a new architecture later this year and expect a sequential decline in gaming revenue in Q2.\" As noted in our previous article on the subject, NVIDIA's gaming revenue might decline 10-20% sequentially in Q2, but year over year growth will still be seen.
Lockdowns in China and events in Ukraine will have a significant impact on such dynamics, but these factors deserve a more detailed discussion in a separate publication.At the same time Colette Kress emphasizes that Ampere is a great architecture, which will continue to be in high demand.
The GeForce RTX 30 family of graphics cards has shown the best sales momentum throughout its lifecycle since it was announced in the fall of 2020.
The PC platform has managed to attract about 100 million new gamers over the past two years, according to Newzoo.
The number of games with RTX support has doubled to 250 titles over the year, and the share of GeForce owners with access to this technology is now approaching one-third, according to NVIDIA itself.The main processes involved in the migration to new graphics architectures for NVIDIA will take place in the second half of the year, as Colette Kress explained.
This should be understood in relation to both the gaming and server segments.
For example, the same Hopper in the server segment will appear as early as the third quarter, but the buildup of shipments of carriers of this architecture will not begin until closer to the end of the calendar year.
\"The bulk of the new product launches will be accompanied by a scaling of shipments in the second half of the year,\" Colette Kress added.

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