Game of Cores: GPU Market Leaders Poised to Shift Positioning

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

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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.”

The remainder of this analysis from Greenlight Insights is part of our VR/AR Intelligence Services, which contains on-demand access to data, analysis, and insights.