Game of Cores: GPU Market Leaders Poised to Shift Positioning

J.C. Kuang, Analyst J.C. Kuang, Analyst Client-Only, Devices & Technology, Enterprise Transformation, Insights, Virtual Reality

The recently announced RTX graphics cards from NVIDIA represent a major step in the long-standing journey towards photorealism in consumer graphics. As the euphoria over crypto-mining winds down, the new cards are strongly representative of the company's renewed interest in controlling the high-end gaming and video rendering market, as stated in a recent revenue report:

“Our revenue outlook had anticipated cryptocurrency-specific products declining to approximately $100 million, while actual crypto-specific product revenue was $18 million... we had previously anticipated cryptocurrency to be meaningful for the year, we are now projecting no contributions going forward.”


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